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Kestra Investment Management’s Williams Companies WMB Stock Holding History

Kestra Investment 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 		$355K Buy
+4,884
New +$338K 0.01% 330
2025
Q3 		– Sell
-12,819
Closed -$783K – 1000
2025
Q2 		$783K Buy
12,819
+5,580
+77% +$329K 0.01% 316
2025
Q1 		$433K Sell
7,239
-4,649
-39% -$266K 0.01% 282
2024
Q4 		$643K Sell
11,888
-10,011
-46% -$539K 0.03% 194
2024
Q3 		$1,000K Buy
+21,899
New +$963K 0.04% 123

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

Kestra Investment Management's WMB Position: Q1 2026 in Review

Kestra Investment Management opened a new position in Williams Companies (WMB) in Q1 2026: 4,884 shares worth $355K. The stake represents 0.01% of the portfolio and ranks #330 among its holdings. This is a return to the name: Kestra Investment Management previously reported a position in WMB as recently as Q2 2025.

Kestra Investment Management first reported a position in WMB in Q3 2024 and has held it in 5 quarters since. The position peaked at $1,000K in Q3 2024. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Kestra Investment Management held 4,884 shares of Williams Companies worth $355K as of Q1 2026.
  • Williams Companies was a new Kestra Investment Management position in Q1 2026.
  • Williams Companies made up 0.01% of Kestra Investment Management's portfolio in Q1 2026, its #330 holding.
  • Kestra Investment Management first reported a position in Williams Companies in Q3 2024 and has held it in 5 quarters since.
  • Kestra Investment Management's Williams Companies position peaked at $1,000K in Q3 2024.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.