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Joseph Group Capital Management’s Williams Companies WMB Stock Holding History

Joseph Group Capital 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 		$21.3K Buy
292
+169
+137% +$11.7K 0.01% 184
2025
Q4 		$7.39K Buy
+123
New +$7.44K ﹤0.01% 225

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

Joseph Group Capital Management's WMB Position: Q1 2026 in Review

Joseph Group Capital Management increased its Williams Companies (WMB) stake by 137% in Q1 2026, buying an estimated $11.7K and bringing the position to 292 shares worth $21.3K. The position accounts for 0.01% of the portfolio, ranked #184.

Joseph Group Capital Management first reported a position in WMB in Q4 2025 and has held it in 2 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Joseph Group Capital Management held 292 shares of Williams Companies worth $21.3K as of Q1 2026.
  • Joseph Group Capital Management bought 169 Williams Companies shares in Q1 2026, an estimated $11.7K.
  • Williams Companies made up 0.01% of Joseph Group Capital Management's portfolio in Q1 2026, its #184 holding.
  • Joseph Group Capital Management first reported a position in Williams Companies in Q4 2025 and has held it in 2 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.