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Integrated Wealth Concepts’s Williams Companies WMB Stock Holding History

Integrated Wealth Concepts’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 		$3.4M Buy
46,780
+36,353
+349% +$2.52M 0.03% 559
2025
Q4 		$627K Sell
10,427
-35,503
-77% -$2.15M 0.01% 983
2025
Q3 		$2.91M Sell
45,930
-7,423
-14% -$436K 0.03% 542
2025
Q2 		$3.35M Buy
53,353
+11,792
+28% +$696K 0.03% 458
2025
Q1 		$2.48M Buy
41,561
+1,361
+3% +$77.9K 0.03% 523
2024
Q4 		$2.18M Sell
40,200
-35,117
-47% -$1.89M 0.03% 529
2024
Q3 		$3.44M Sell
75,317
-388
-0.5% -$17.1K 0.04% 378
2024
Q2 		$3.22M Sell
75,705
-355
-0.5% -$14.2K 0.04% 369
2024
Q1 		$2.96M Buy
76,060
+4,215
+6% +$150K 0.04% 389
2023
Q4 		$2.5M Buy
71,845
+4,324
+6% +$152K 0.04% 405
2023
Q3 		$2.27M Sell
67,521
-4,349
-6% -$148K 0.04% 414
2023
Q2 		$2.35M Buy
71,870
+5,071
+8% +$152K 0.04% 402
2023
Q1 		$2M Buy
66,799
+49,214
+280% +$1.52M 0.04% 412
2022
Q4 		$579K Buy
17,585
+769
+5% +$25K 0.02% 617
2022
Q3 		$481K Buy
16,816
+18
+0.1% +$586 0.02% 601
2022
Q2 		$524K Buy
16,798
+2,880
+21% +$99.4K 0.02% 589
2022
Q1 		$465K Buy
13,918
+1,043
+8% +$31.9K 0.01% 590
2021
Q4 		$335K Buy
12,875
+3,794
+42% +$105K 0.01% 732
2021
Q3 		$236K Buy
+9,081
New +$229K 0.01% 828

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

Integrated Wealth Concepts's WMB Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Williams Companies (WMB) stake by 349% in Q1 2026, buying an estimated $2.52M and bringing the position to 46,780 shares worth $3.4M. The position accounts for 0.03% of the portfolio, ranked #559.

Integrated Wealth Concepts first reported a position in WMB in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.44M in Q3 2024. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Integrated Wealth Concepts held 46,780 shares of Williams Companies worth $3.4M as of Q1 2026.
  • Integrated Wealth Concepts bought 36,353 Williams Companies shares in Q1 2026, an estimated $2.52M.
  • Williams Companies made up 0.03% of Integrated Wealth Concepts's portfolio in Q1 2026, its #559 holding.
  • Integrated Wealth Concepts first reported a position in Williams Companies in Q3 2021 and has held it in 19 quarters since.
  • Integrated Wealth Concepts's Williams Companies position peaked at $3.44M in Q3 2024.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.