KWM
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Kingsview Wealth Management’s Williams Companies WMB Stock Holding History

Kingsview Wealth 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 		$7.88M Sell
108,318
-2,581
-2% -$179K 0.11% 175
2025
Q4 		$6.67M Sell
110,899
-1,338
-1% -$80.9K 0.1% 216
2025
Q3 		$7.11M Buy
112,237
+10,597
+10% +$622K 0.11% 198
2025
Q2 		$6.38M Sell
101,640
-2,360
-2% -$139K 0.11% 197
2025
Q1 		$6.22M Buy
104,000
+3,141
+3% +$180K 0.12% 183
2024
Q4 		$5.46M Sell
100,859
-273
-0.3% -$14.7K 0.11% 193
2024
Q3 		$4.62M Sell
101,132
-1,480
-1% -$65.1K 0.1% 207
2024
Q2 		$4.36M Sell
102,612
-10,891
-10% -$437K 0.1% 198
2024
Q1 		$4.42M Buy
113,503
+15,232
+15% +$541K 0.11% 185
2023
Q4 		$3.42M Buy
98,271
+688
+0.7% +$24.1K 0.1% 189
2023
Q3 		$3.29M Buy
97,583
+5,406
+6% +$184K 0.12% 191
2023
Q2 		$3.01M Buy
92,177
+51,197
+125% +$1.54M 0.12% 187
2023
Q1 		$1.22M Sell
40,980
-7,041
-15% -$218K 0.05% 345
2022
Q4 		$1.58M Sell
48,021
-6,089
-11% -$198K 0.07% 265
2022
Q3 		$1.55M Buy
54,110
+5,907
+12% +$192K 0.07% 260
2022
Q2 		$1.5M Buy
48,203
+18,739
+64% +$647K 0.07% 269
2022
Q1 		$984K Buy
29,464
+19,674
+201% +$601K 0.04% 396
2021
Q4 		$255K Buy
+9,790
New +$271K 0.01% 790
2021
Q3 		– Sell
-29,739
Closed -$797K – 1020
2021
Q2 		$797K Buy
+29,739
New +$761K 0.04% 431
2020
Q4 		– Sell
-11,250
Closed -$221K – 791
2020
Q3 		$221K Buy
+11,250
New +$229K 0.02% 552

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

Kingsview Wealth Management's WMB Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Williams Companies (WMB) stake by 2.3% in Q1 2026, selling an estimated $179K and leaving 108,318 shares worth $7.88M. The position accounts for 0.11% of the portfolio, ranked #175.

Kingsview Wealth Management first reported a position in WMB in Q3 2020 and has held it in 20 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Kingsview Wealth Management held 108,318 shares of Williams Companies worth $7.88M as of Q1 2026.
  • Kingsview Wealth Management sold 2,581 Williams Companies shares in Q1 2026, an estimated $179K.
  • Williams Companies made up 0.11% of Kingsview Wealth Management's portfolio in Q1 2026, its #175 holding.
  • Kingsview Wealth Management first reported a position in Williams Companies in Q3 2020 and has held it in 20 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.