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Kestra Private Wealth Services’s Williams Companies WMB Stock Holding History

Kestra Private Wealth Services’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 		$6.6M Sell
90,658
-6,737
-7% -$466K 0.08% 261
2025
Q4 		$5.85M Buy
97,395
+15,862
+19% +$959K 0.07% 280
2025
Q3 		$5.17M Buy
81,533
+1,402
+2% +$82.3K 0.07% 296
2025
Q2 		$5.03M Buy
80,131
+7,794
+11% +$460K 0.07% 274
2025
Q1 		$4.32M Buy
72,337
+18,673
+35% +$1.07M 0.07% 277
2024
Q4 		$2.9M Sell
53,664
-2,143
-4% -$115K 0.05% 346
2024
Q3 		$2.55M Buy
55,807
+2,908
+5% +$128K 0.05% 361
2024
Q2 		$2.25M Buy
52,899
+10,612
+25% +$426K 0.05% 363
2024
Q1 		$1.65M Sell
42,287
-2,989
-7% -$106K 0.04% 430
2023
Q4 		$1.58M Sell
45,276
-1,882
-4% -$66K 0.04% 408
2023
Q3 		$1.59M Sell
47,158
-3,834
-8% -$131K 0.05% 353
2023
Q2 		$1.66M Buy
50,992
+7,166
+16% +$215K 0.06% 336
2023
Q1 		$1.31M Buy
43,826
+15,007
+52% +$464K 0.05% 354
2022
Q4 		$948K Sell
28,819
-2,611
-8% -$85K 0.05% 378
2022
Q3 		$900K Sell
31,430
-1,929
-6% -$62.8K 0.05% 352
2022
Q2 		$1.04M Sell
33,359
-1,276
-4% -$44.1K 0.06% 340
2022
Q1 		$1.16M Buy
34,635
+10,428
+43% +$319K 0.06% 340
2021
Q4 		$630K Buy
24,207
+3,152
+15% +$87.1K 0.03% 518
2021
Q3 		$546K Buy
21,055
+630
+3% +$15.9K 0.03% 514
2021
Q2 		$542K Sell
20,425
-1,658
-8% -$42.5K 0.03% 488
2021
Q1 		$523K Buy
22,083
+3,016
+16% +$68.5K 0.04% 438
2020
Q4 		$380K Buy
19,067
+3,459
+22% +$70.1K 0.03% 499
2020
Q3 		$307K Buy
+15,608
New +$318K 0.03% 479

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 Private Wealth Services's WMB Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Williams Companies (WMB) stake by 6.9% in Q1 2026, selling an estimated $466K and leaving 90,658 shares worth $6.6M. The position accounts for 0.08% of the portfolio, ranked #261.

Kestra Private Wealth Services first reported a position in WMB in Q3 2020 and has held it in 23 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Kestra Private Wealth Services held 90,658 shares of Williams Companies worth $6.6M as of Q1 2026.
  • Kestra Private Wealth Services sold 6,737 Williams Companies shares in Q1 2026, an estimated $466K.
  • Williams Companies made up 0.08% of Kestra Private Wealth Services's portfolio in Q1 2026, its #261 holding.
  • Kestra Private Wealth Services first reported a position in Williams Companies in Q3 2020 and has held it in 23 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.