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Klingman & Associates’s Williams Companies WMB Stock Holding History

Klingman & Associates’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 		$272K Buy
3,743
+159
+4% +$11K 0.01% 275
2025
Q4 		$215K Buy
+3,584
New +$217K 0.01% 305
2025
Q3 		– Sell
-3,484
Closed -$219K – 342
2025
Q2 		$219K Buy
+3,484
New +$206K 0.01% 287

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

Klingman & Associates's WMB Position: Q1 2026 in Review

Klingman & Associates increased its Williams Companies (WMB) stake by 4.4% in Q1 2026, buying an estimated $11K and bringing the position to 3,743 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #275.

Klingman & Associates first reported a position in WMB in Q2 2025 and has held it in 3 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Klingman & Associates held 3,743 shares of Williams Companies worth $272K as of Q1 2026.
  • Klingman & Associates bought 159 Williams Companies shares in Q1 2026, an estimated $11K.
  • Williams Companies made up 0.01% of Klingman & Associates's portfolio in Q1 2026, its #275 holding.
  • Klingman & Associates first reported a position in Williams Companies in Q2 2025 and has held it in 3 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.