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GeoWealth Management’s Williams Companies WMB Stock Holding History

GeoWealth Management’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 		$312K Buy
4,284
+124
+3% +$8.59K 0.01% 599
2025
Q4 		$250K Sell
4,160
-656
-14% -$39.7K 0.01% 617
2025
Q3 		$305K Buy
4,816
+110
+2% +$6.46K 0.01% 583
2025
Q2 		$296K Buy
4,706
+153
+3% +$9.03K 0.01% 545
2025
Q1 		$272K Sell
4,553
-1,261
-22% -$72.2K 0.01% 577
2024
Q4 		$315K Sell
5,814
-1,221
-17% -$65.8K 0.01% 611
2024
Q3 		$321K Sell
7,035
-766
-10% -$33.7K 0.01% 585
2024
Q2 		$332K Buy
7,801
+1,395
+22% +$56K 0.01% 550
2024
Q1 		$250K Sell
6,406
-2,752
-30% -$97.8K 0.01% 618
2023
Q4 		$319K Buy
+9,158
New +$321K 0.03% 398
2022
Q3 		– Sell
-433
Closed -$14K – 380
2022
Q2 		$14K Buy
433
+53
+14% +$1.83K ﹤0.01% 319
2022
Q1 		$13K Buy
380
+5
+1% +$153 ﹤0.01% 387
2021
Q4 		$10K Buy
375
+6
+2% +$166 ﹤0.01% 370
2021
Q3 		$9K Sell
369
-769
-68% -$19.4K ﹤0.01% 390
2021
Q2 		$30K Buy
+1,138
New +$29.1K ﹤0.01% 263

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

GeoWealth Management's WMB Position: Q1 2026 in Review

GeoWealth Management increased its Williams Companies (WMB) stake by 3% in Q1 2026, buying an estimated $8.59K and bringing the position to 4,284 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #599.

GeoWealth Management first reported a position in WMB in Q2 2021 and has held it in 15 quarters since. The position peaked at $332K in Q2 2024. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • GeoWealth Management held 4,284 shares of Williams Companies worth $312K as of Q1 2026.
  • GeoWealth Management bought 124 Williams Companies shares in Q1 2026, an estimated $8.59K.
  • Williams Companies made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #599 holding.
  • GeoWealth Management first reported a position in Williams Companies in Q2 2021 and has held it in 15 quarters since.
  • GeoWealth Management's Williams Companies position peaked at $332K in Q2 2024.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.