OneAscent Family Office’s Williams Companies WMB Stock Holding History

OneAscent Family Office’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	$239K	Sell	3,287 -790	-19%	-$54.7K	0.17%	148
2025 Q4	$245K	Sell	4,077 -1,193	-23%	-$72.1K	0.17%	138
2025 Q3	$334K	Sell	5,270 -177	-3%	-$10.4K	0.27%	97
2025 Q2	$342K	Sell	5,447 -2,191	-29%	-$129K	0.32%	78
2025 Q1	$456K	Buy	7,638 +3,403	+80%	+$195K	0.42%	71
2024 Q4	$229K	Buy	+4,235	New	+$228K	0.42%	66

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

OneAscent Family Office's WMB Position: Q1 2026 in Review

OneAscent Family Office reduced its Williams Companies (WMB) stake by 19% in Q1 2026, selling an estimated $54.7K and leaving 3,287 shares worth $239K. The position accounts for 0.17% of the portfolio, ranked #148.

OneAscent Family Office first reported a position in WMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $456K in Q1 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

OneAscent Family Office held 3,287 shares of Williams Companies worth $239K as of Q1 2026.
OneAscent Family Office sold 790 Williams Companies shares in Q1 2026, an estimated $54.7K.
Williams Companies made up 0.17% of OneAscent Family Office's portfolio in Q1 2026, its #148 holding.
OneAscent Family Office first reported a position in Williams Companies in Q4 2024 and has held it in 6 quarters since.
OneAscent Family Office's Williams Companies position peaked at $456K in Q1 2025.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.