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Gibbs Wealth Management’s Williams Companies WMB Stock Holding History

Gibbs Wealth 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 		$2.13M Buy
29,302
+11,790
+67% +$816K 0.28% 61
2025
Q4 		$1.06M Buy
17,512
+1,736
+11% +$105K 0.26% 81
2025
Q3 		$999K Sell
15,776
-816
-5% -$47.9K 0.23% 102
2025
Q2 		$1.04M Buy
16,592
+1,326
+9% +$78.3K 0.2% 116
2025
Q1 		$912K Buy
15,266
+1,889
+14% +$108K 0.22% 104
2024
Q4 		$724K Sell
13,377
-589
-4% -$31.7K 0.2% 113
2024
Q3 		$638K Sell
13,966
-1,435
-9% -$63.1K 0.21% 107
2024
Q2 		$655K Buy
15,401
+2,762
+22% +$111K 0.26% 91
2024
Q1 		$493K Buy
+12,639
New +$449K 0.28% 95

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

Gibbs Wealth Management's WMB Position: Q1 2026 in Review

Gibbs Wealth Management increased its Williams Companies (WMB) stake by 67% in Q1 2026, buying an estimated $816K and bringing the position to 29,302 shares worth $2.13M. The position accounts for 0.28% of the portfolio, ranked #61.

Gibbs Wealth Management first reported a position in WMB in Q1 2024 and has held it in 9 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Gibbs Wealth Management held 29,302 shares of Williams Companies worth $2.13M as of Q1 2026.
  • Gibbs Wealth Management bought 11,790 Williams Companies shares in Q1 2026, an estimated $816K.
  • Williams Companies made up 0.28% of Gibbs Wealth Management's portfolio in Q1 2026, its #61 holding.
  • Gibbs Wealth Management first reported a position in Williams Companies in Q1 2024 and has held it in 9 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

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