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Gentry Private Wealth’s Williams Companies WMB Stock Holding History

Gentry Private Wealth’s Portfolio WMB Stock Details WMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$548K Sell
7,524
-1,091
-13% -$75.5K 0.33% 45
2025
Q4 		$518K Sell
8,615
-963
-10% -$58.2K 0.33% 44
2025
Q3 		$607K Buy
9,578
+199
+2% +$11.7K 0.42% 36
2025
Q2 		$589K Buy
9,379
+77
+0.8% +$4.55K 0.45% 34
2025
Q1 		$556K Buy
+9,302
New +$532K 0.46% 40
2024
Q4 		– Sell
-9,784
Closed -$447K – 85
2024
Q3 		$447K Sell
9,784
-88
-0.9% -$3.87K 0.37% 46
2024
Q2 		$420K Buy
+9,872
New +$396K 0.37% 43

Other funds holding WMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gentry Private Wealth's WMB Position: Q1 2026 in Review

Gentry Private Wealth reduced its Williams Companies (WMB) stake by 13% in Q1 2026, selling an estimated $75.5K and leaving 7,524 shares worth $548K. The position accounts for 0.33% of the portfolio, ranked #45.

Gentry Private Wealth first reported a position in WMB in Q2 2024 and has held it in 7 quarters since. The position peaked at $607K in Q3 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Gentry Private Wealth held 7,524 shares of Williams Companies worth $548K as of Q1 2026.
  • Gentry Private Wealth sold 1,091 Williams Companies shares in Q1 2026, an estimated $75.5K.
  • Williams Companies made up 0.33% of Gentry Private Wealth's portfolio in Q1 2026, its #45 holding.
  • Gentry Private Wealth first reported a position in Williams Companies in Q2 2024 and has held it in 7 quarters since.
  • Gentry Private Wealth's Williams Companies position peaked at $607K in Q3 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Gentry Private Wealth's 13F filing for Q1 2026, filed 5 May 2026.