Keystone Financial Services (Colorado)’s Williams Companies WMB Stock Holding History

Keystone Financial Services (Colorado)’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	–	Sell	-3,869	Closed	-$233K	–	138
2025 Q4	$233K	Sell	3,869 -87	-2%	-$5.26K	0.07%	103
2025 Q3	$251K	Sell	3,956 -23	-0.6%	-$1.35K	0.08%	102
2025 Q2	$250K	Sell	3,979 -107	-3%	-$6.32K	0.09%	95
2025 Q1	$244K	Sell	4,086 -24	-0.6%	-$1.37K	0.09%	85
2024 Q4	$222K	Buy	+4,110	New	+$221K	0.09%	92

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Keystone Financial Services (Colorado)'s WMB Position: Q1 2026 in Review

Keystone Financial Services (Colorado) sold out of Williams Companies (WMB) in Q1 2026, closing a stake of 3,869 shares — an estimated $233K sold.

Keystone Financial Services (Colorado) first reported a position in WMB in Q4 2024 and held it in 5 quarters. The position peaked at $251K in Q3 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Keystone Financial Services (Colorado) reported no remaining Williams Companies position as of Q1 2026 after selling out during the quarter.
Keystone Financial Services (Colorado) sold 3,869 Williams Companies shares in Q1 2026, an estimated $233K.
Keystone Financial Services (Colorado) first reported a position in Williams Companies in Q4 2024 and held it in 5 quarters.
Keystone Financial Services (Colorado)'s Williams Companies position peaked at $251K in Q3 2025.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.