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One Capital Management’s Williams Companies WMB Stock Holding History

One Capital 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 		$1.02M Buy
14,037
+571
+4% +$39.5K 0.03% 298
2025
Q4 		$809K Buy
13,466
+206
+2% +$12.5K 0.02% 320
2025
Q3 		$840K Hold
13,260
– – 0.03% 303
2025
Q2 		$833K Buy
13,260
+343
+3% +$20.3K 0.03% 271
2025
Q1 		$772K Sell
12,917
-1,130
-8% -$64.7K 0.03% 236
2024
Q4 		$760K Hold
14,047
– – 0.03% 227
2024
Q3 		$641K Buy
14,047
+17
+0.1% +$747 0.02% 255
2024
Q2 		$596K Buy
+14,030
New +$563K 0.02% 264

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

One Capital Management's WMB Position: Q1 2026 in Review

One Capital Management increased its Williams Companies (WMB) stake by 4.2% in Q1 2026, buying an estimated $39.5K and bringing the position to 14,037 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #298.

One Capital Management first reported a position in WMB in Q2 2024 and has held it in 8 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • One Capital Management held 14,037 shares of Williams Companies worth $1.02M as of Q1 2026.
  • One Capital Management bought 571 Williams Companies shares in Q1 2026, an estimated $39.5K.
  • Williams Companies made up 0.03% of One Capital Management's portfolio in Q1 2026, its #298 holding.
  • One Capital Management first reported a position in Williams Companies in Q2 2024 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 One Capital Management's 13F filing for Q1 2026, filed 13 May 2026.