IFWM
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Institute for Wealth Management’s Williams Companies WMB Stock Holding History

Institute for 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 		$481K Buy
6,607
+195
+3% +$13.5K 0.05% 332
2025
Q4 		$385K Buy
6,412
+279
+5% +$16.9K 0.04% 368
2025
Q3 		$389K Sell
6,133
-48
-0.8% -$2.82K 0.04% 388
2025
Q2 		$388K Buy
6,181
+82
+1% +$4.84K 0.04% 371
2025
Q1 		$364K Sell
6,099
-50
-0.8% -$2.86K 0.05% 366
2024
Q4 		$333K Buy
6,149
+50
+0.8% +$2.69K 0.04% 374
2024
Q3 		$278K Hold
6,099
– – 0.04% 434
2024
Q2 		$259K Buy
6,099
+111
+2% +$4.45K 0.03% 422
2024
Q1 		$233K Buy
+5,988
New +$213K 0.03% 447
2023
Q1 		– Sell
-6,180
Closed -$203K – 471
2022
Q4 		$203K Buy
+6,180
New +$201K 0.04% 430
2022
Q2 		– Sell
-6,180
Closed -$206K – 561
2022
Q1 		$206K Buy
+6,180
New +$189K 0.03% 509

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

Institute for Wealth Management's WMB Position: Q1 2026 in Review

Institute for Wealth Management increased its Williams Companies (WMB) stake by 3% in Q1 2026, buying an estimated $13.5K and bringing the position to 6,607 shares worth $481K. The position accounts for 0.05% of the portfolio, ranked #332.

Institute for Wealth Management first reported a position in WMB in Q1 2022 and has held it in 11 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Institute for Wealth Management held 6,607 shares of Williams Companies worth $481K as of Q1 2026.
  • Institute for Wealth Management bought 195 Williams Companies shares in Q1 2026, an estimated $13.5K.
  • Williams Companies made up 0.05% of Institute for Wealth Management's portfolio in Q1 2026, its #332 holding.
  • Institute for Wealth Management first reported a position in Williams Companies in Q1 2022 and has held it in 11 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.