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HORAN Wealth’s Williams Companies WMB Stock Holding History

HORAN 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 		$14M Buy
194,418
+97,625
+101% +$6.76M 1.33% 15
2025
Q4 		$5.82M Buy
96,793
+580
+0.6% +$35.1K 0.89% 22
2025
Q3 		$6.1M Buy
96,213
+4,086
+4% +$240K 0.96% 20
2025
Q2 		$5.79M Buy
+92,127
New +$5.44M 1.77% 13

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

HORAN Wealth's WMB Position: Q1 2026 in Review

HORAN Wealth increased its Williams Companies (WMB) stake by 101% in Q1 2026, buying an estimated $6.76M and bringing the position to 194,418 shares worth $14M. The position accounts for 1.33% of the portfolio, ranked #15.

HORAN Wealth first reported a position in WMB in Q2 2025 and has held it in 4 quarters since. 1,810 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • HORAN Wealth held 194,418 shares of Williams Companies worth $14M as of Q1 2026.
  • HORAN Wealth bought 97,625 Williams Companies shares in Q1 2026, an estimated $6.76M.
  • Williams Companies made up 1.33% of HORAN Wealth's portfolio in Q1 2026, its #15 holding.
  • HORAN Wealth first reported a position in Williams Companies in Q2 2025 and has held it in 4 quarters since.
  • 1,810 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.