Krilogy Financial’s Williams Companies WMB Stock Holding History

Krilogy Financial’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	$571K	Sell	8,065 -189	-2%	-$13.1K	0.02%	544
2025 Q4	$531K	Buy	8,254 +1,500	+22%	+$90.7K	0.02%	541
2025 Q3	$389K	Buy	+6,754	New	+$396K	0.01%	600
2018 Q4	–	Sell	-68	Closed	-$2K	–	686
2018 Q3	$2K	Buy	+68	New	+$1.97K	﹤0.01%	751
2017 Q4	–	Sell	-1,143	Closed	-$34K	–	846
2017 Q3	$34K	Sell	1,143 -111	-9%	-$3.38K	0.01%	403
2017 Q2	$38K	Buy	1,254 +749	+148%	+$22.3K	0.01%	356
2017 Q1	$16K	Hold	505	–	–	0.01%	454
2016 Q4	$16K	Hold	505	–	–	0.01%	454
2016 Q3	$16K	Hold	505	–	–	0.01%	467
2016 Q2	$11K	Hold	505	–	–	﹤0.01%	523
2016 Q1	$8K	Buy	+505	New	+$8.68K	﹤0.01%	493

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

Krilogy Financial's WMB Position: Q1 2026 in Review

Krilogy Financial reduced its Williams Companies (WMB) stake by 2.3% in Q1 2026, selling an estimated $13.1K and leaving 8,065 shares worth $571K. The position accounts for 0.02% of the portfolio, ranked #544.

Krilogy Financial first reported a position in WMB in Q1 2016 and has held it in 11 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Krilogy Financial held 8,065 shares of Williams Companies worth $571K as of Q1 2026.
Krilogy Financial sold 189 Williams Companies shares in Q1 2026, an estimated $13.1K.
Williams Companies made up 0.02% of Krilogy Financial's portfolio in Q1 2026, its #544 holding.
Krilogy Financial first reported a position in Williams Companies in Q1 2016 and has held it in 11 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.