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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
Q2 		$252K Buy
3,391
+104
+3% +$7.65K 0.13% 193
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
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 $3.38T AUM 44.17% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OneAscent Family Office's WMB Position: Q2 2026 in Review

OneAscent Family Office increased its Williams Companies (WMB) stake by 3.2% in Q2 2026, buying an estimated $7.65K and bringing the position to 3,391 shares worth $252K. The position accounts for 0.13% of the portfolio, ranked #193.

OneAscent Family Office first reported a position in WMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $456K in Q1 2025. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • OneAscent Family Office held 3,391 shares of Williams Companies worth $252K as of Q2 2026.
  • OneAscent Family Office bought 104 Williams Companies shares in Q2 2026, an estimated $7.65K.
  • Williams Companies made up 0.13% of OneAscent Family Office's portfolio in Q2 2026, its #193 holding.
  • OneAscent Family Office first reported a position in Williams Companies in Q4 2024 and has held it in 7 quarters since.
  • OneAscent Family Office's Williams Companies position peaked at $456K in Q1 2025.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.