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High Note Wealth’s Williams Companies WMB Stock Holding History

High Note 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 		$71.5K Buy
983
+531
+117% +$36.8K 0.01% 178
2025
Q4 		$27.2K Buy
452
+5
+1% +$302 0.01% 241
2025
Q3 		$28.3K Buy
447
+3
+0.7% +$176 0.01% 222
2025
Q2 		$27.9K Hold
444
– – 0.01% 216
2025
Q1 		$26.5K Hold
444
– – 0.01% 217
2024
Q4 		$24K Buy
+444
New +$23.9K 0.01% 219

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

High Note Wealth's WMB Position: Q1 2026 in Review

High Note Wealth increased its Williams Companies (WMB) stake by 117% in Q1 2026, buying an estimated $36.8K and bringing the position to 983 shares worth $71.5K. The position accounts for 0.01% of the portfolio, ranked #178.

High Note Wealth first reported a position in WMB in Q4 2024 and has held it in 6 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • High Note Wealth held 983 shares of Williams Companies worth $71.5K as of Q1 2026.
  • High Note Wealth bought 531 Williams Companies shares in Q1 2026, an estimated $36.8K.
  • Williams Companies made up 0.01% of High Note Wealth's portfolio in Q1 2026, its #178 holding.
  • High Note Wealth first reported a position in Williams Companies in Q4 2024 and has held it in 6 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.