Legacy Financial Group (Oklahoma)’s Williams Companies WMB Stock Holding History

Legacy Financial Group (Oklahoma)’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	$643K	Sell	8,839 -315	-3%	-$21.8K	0.17%	46
2025 Q4	$550K	Buy	9,154 +1,760	+24%	+$106K	0.14%	51
2025 Q3	$468K	Sell	7,394 -3,944	-35%	-$231K	0.13%	54
2025 Q2	$712K	Sell	11,338 -11,974	-51%	-$707K	0.21%	42
2025 Q1	$1.33M	Buy	23,312 +11,405	+96%	+$653K	0.43%	35
2024 Q4	$644K	Sell	11,907 -540	-4%	-$29.1K	0.21%	42
2024 Q3	$652K	Sell	12,447 -1,312	-10%	-$57.7K	0.22%	41
2024 Q2	$585K	Sell	13,759 -238	-2%	-$9.55K	0.22%	41
2024 Q1	$545K	Sell	13,997 -1,654	-11%	-$58.8K	0.21%	41
2023 Q4	$545K	Sell	15,651 -411	-3%	-$14.4K	0.24%	38
2023 Q3	$541K	Sell	16,062 -381	-2%	-$13K	0.27%	38
2023 Q2	$537K	Sell	16,443 -737	-4%	-$22.1K	0.27%	39
2023 Q1	$513K	Sell	17,180 -152	-0.9%	-$4.7K	0.28%	32
2022 Q4	$570K	Buy	+17,332	New	+$564K	0.35%	31

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

Legacy Financial Group (Oklahoma)'s WMB Position: Q1 2026 in Review

Legacy Financial Group (Oklahoma) reduced its Williams Companies (WMB) stake by 3.4% in Q1 2026, selling an estimated $21.8K and leaving 8,839 shares worth $643K. The position accounts for 0.17% of the portfolio, ranked #46.

Legacy Financial Group (Oklahoma) first reported a position in WMB in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.33M in Q1 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Legacy Financial Group (Oklahoma) held 8,839 shares of Williams Companies worth $643K as of Q1 2026.
Legacy Financial Group (Oklahoma) sold 315 Williams Companies shares in Q1 2026, an estimated $21.8K.
Williams Companies made up 0.17% of Legacy Financial Group (Oklahoma)'s portfolio in Q1 2026, its #46 holding.
Legacy Financial Group (Oklahoma) first reported a position in Williams Companies in Q4 2022 and has held it in 14 quarters since.
Legacy Financial Group (Oklahoma)'s Williams Companies position peaked at $1.33M in Q1 2025.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q1 2026, filed 27 Apr 2026.