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Leo Wealth LLC’s Williams Companies WMB Stock Holding History

Leo Wealth LLC’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 		$209K Buy
+2,873
New +$199K 0.02% 422

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Leo Wealth LLC's WMB Position: Q1 2026 in Review

Leo Wealth LLC opened a new position in Williams Companies (WMB) in Q1 2026: 2,873 shares worth $209K. The stake represents 0.02% of the portfolio and ranks #422 among its holdings.

1,819 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Leo Wealth LLC held 2,873 shares of Williams Companies worth $209K as of Q1 2026.
  • Williams Companies was a new Leo Wealth LLC position in Q1 2026.
  • Williams Companies made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #422 holding.
  • 1,819 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.