Meridian Wealth Management’s Williams Companies WMB Stock Holding History

Meridian 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	$397K	Sell	5,455 -77	-1%	-$5.33K	0.01%	571
2025 Q4	$333K	Buy	5,532 +1,947	+54%	+$118K	0.01%	593
2025 Q3	$227K	Sell	3,585 -258	-7%	-$15.1K	0.01%	646
2025 Q2	$241K	Sell	3,843 -728	-16%	-$43K	0.01%	603
2025 Q1	$273K	Buy	+4,571	New	+$262K	0.01%	536
2024 Q4	–	Sell	-4,532	Closed	-$207K	–	668
2024 Q3	$207K	Buy	+4,532	New	+$199K	0.01%	603
2019 Q3	–	Sell	-1,000	Closed	-$280	–	505
2019 Q2	$280	Buy	+1,000	New	+$27.8K	0.01%	474
2019 Q1	–	Sell	-15,506	Closed	-$342K	–	215
2018 Q4	$342K	Buy	+15,506	New	+$388K	0.2%	97

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

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

Meridian Wealth Management reduced its Williams Companies (WMB) stake by 1.4% in Q1 2026, selling an estimated $5.33K and leaving 5,455 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #571.

Meridian Wealth Management first reported a position in WMB in Q4 2018 and has held it in 8 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Meridian Wealth Management held 5,455 shares of Williams Companies worth $397K as of Q1 2026.
Meridian Wealth Management sold 77 Williams Companies shares in Q1 2026, an estimated $5.33K.
Williams Companies made up 0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #571 holding.
Meridian Wealth Management first reported a position in Williams Companies in Q4 2018 and has held it in 8 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.