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Graybill Wealth Management’s Williams Companies WMB Stock Holding History

Graybill 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 		$5.77M Sell
79,230
-1,406
-2% -$97.3K 1.76% 26
2025
Q4 		$4.85M Sell
80,636
-98
-0.1% -$5.92K 1.43% 32
2025
Q3 		$5.11M Sell
80,734
-24,240
-23% -$1.42M 1.57% 28
2025
Q2 		$6.59M Sell
104,974
-38,199
-27% -$2.26M 2.15% 21
2025
Q1 		$8.56M Buy
+143,173
New +$8.2M 2.94% 7
2024
Q3 		$6.98M Buy
152,961
+634
+0.4% +$27.9K 2.59% 14
2024
Q2 		$6.47M Sell
152,327
-1,537
-1% -$61.7K 2.63% 13
2024
Q1 		$6M Buy
153,864
+351
+0.2% +$12.5K 2.53% 15
2023
Q4 		$5.35M Buy
153,513
+1,402
+0.9% +$49.2K 2.37% 17
2023
Q3 		$5.12M Buy
152,111
+972
+0.6% +$33.2K 2.5% 15
2023
Q2 		$4.93M Buy
151,139
+2,249
+2% +$67.5K 2.34% 17
2023
Q1 		$4.45M Buy
148,890
+973
+0.7% +$30.1K 2.26% 17
2022
Q4 		$4.87M Buy
147,917
+1,082
+0.7% +$35.2K 2.64% 15
2022
Q3 		$4.2M Buy
146,835
+6,070
+4% +$198K 2.5% 15
2022
Q2 		$4.39M Sell
140,765
-38,204
-21% -$1.32M 2.43% 15
2022
Q1 		$5.98M Sell
178,969
-710
-0.4% -$21.7K 2.92% 9
2021
Q4 		$4.68M Buy
179,679
+287
+0.2% +$7.93K 2.12% 19
2021
Q3 		$4.65M Buy
179,392
+5,590
+3% +$141K 2.29% 17
2021
Q2 		$4.61M Sell
173,802
-1,145
-0.7% -$29.3K 2.27% 16
2021
Q1 		$4.14M Sell
174,947
-2,480
-1% -$56.3K 2.2% 22
2020
Q4 		$3.56M Buy
177,427
+205
+0.1% +$4.16K 2.01% 25
2020
Q3 		$3.48M Sell
177,222
-537
-0.3% -$10.9K 2.27% 17
2020
Q2 		$3.38M Sell
177,759
-3,815
-2% -$71K 2.49% 18
2020
Q1 		$2.57M Buy
181,574
+52,459
+41% +$1.02M 2.27% 27
2019
Q4 		$3.06M Buy
129,115
+1,630
+1% +$37.3K 1.91% 29
2019
Q3 		$3.07M Buy
+127,485
New +$3.21M 2.08% 28

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

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

Graybill Wealth Management reduced its Williams Companies (WMB) stake by 1.7% in Q1 2026, selling an estimated $97.3K and leaving 79,230 shares worth $5.77M. The position accounts for 1.76% of the portfolio, ranked #26.

Graybill Wealth Management first reported a position in WMB in Q3 2019 and has held it in 26 quarters since. The position peaked at $8.56M in Q1 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Graybill Wealth Management held 79,230 shares of Williams Companies worth $5.77M as of Q1 2026.
  • Graybill Wealth Management sold 1,406 Williams Companies shares in Q1 2026, an estimated $97.3K.
  • Williams Companies made up 1.76% of Graybill Wealth Management's portfolio in Q1 2026, its #26 holding.
  • Graybill Wealth Management first reported a position in Williams Companies in Q3 2019 and has held it in 26 quarters since.
  • Graybill Wealth Management's Williams Companies position peaked at $8.56M in Q1 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

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