HWM
WMB icon

HB Wealth Management’s Williams Companies WMB Stock Holding History

HB 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 		$5.62M Buy
77,224
+2,969
+4% +$206K 0.04% 243
2025
Q4 		$4.46M Buy
74,255
+2,687
+4% +$162K 0.03% 269
2025
Q3 		$4.53M Buy
71,568
+8,026
+13% +$471K 0.03% 265
2025
Q2 		$3.99M Sell
63,542
-2,859
-4% -$169K 0.03% 257
2025
Q1 		$3.97M Buy
66,401
+22,356
+51% +$1.28M 0.03% 263
2024
Q4 		$2.38M Buy
44,045
+6,804
+18% +$367K 0.02% 259
2024
Q3 		$1.7M Buy
37,241
+2,356
+7% +$104K 0.02% 301
2024
Q2 		$1.48M Buy
34,885
+3,970
+13% +$159K 0.02% 302
2024
Q1 		$1.2M Sell
30,915
-1,089
-3% -$38.7K 0.02% 318
2023
Q4 		$1.11M Buy
32,004
+3,967
+14% +$139K 0.02% 301
2023
Q3 		$945K Buy
28,037
+2,488
+10% +$84.9K 0.02% 302
2023
Q2 		$834K Buy
25,549
+1,199
+5% +$36K 0.01% 320
2023
Q1 		$727K Buy
24,350
+3,525
+17% +$109K 0.01% 336
2022
Q4 		$685K Buy
20,825
+8,041
+63% +$262K 0.01% 336
2022
Q3 		$366K Buy
12,784
+1,461
+13% +$47.6K 0.01% 398
2022
Q2 		$353K Sell
11,323
-5,828
-34% -$201K 0.01% 407
2022
Q1 		$573K Buy
17,151
+4,396
+34% +$134K 0.01% 326
2021
Q4 		$332K Buy
+12,755
New +$352K 0.01% 372

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

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

HB Wealth Management increased its Williams Companies (WMB) stake by 4% in Q1 2026, buying an estimated $206K and bringing the position to 77,224 shares worth $5.62M. The position accounts for 0.04% of the portfolio, ranked #243.

HB Wealth Management first reported a position in WMB in Q4 2021 and has held it in 18 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • HB Wealth Management held 77,224 shares of Williams Companies worth $5.62M as of Q1 2026.
  • HB Wealth Management bought 2,969 Williams Companies shares in Q1 2026, an estimated $206K.
  • Williams Companies made up 0.04% of HB Wealth Management's portfolio in Q1 2026, its #243 holding.
  • HB Wealth Management first reported a position in Williams Companies in Q4 2021 and has held it in 18 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.