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OneAscent Financial Services’s Williams Companies WMB Stock Holding History

OneAscent Financial Services’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 		$333K Sell
4,473
-1,402
-24% -$103K 0.02% 470
2026
Q1 		$428K Buy
5,875
+648
+12% +$44.9K 0.02% 375
2025
Q4 		$314K Buy
5,227
+756
+17% +$45.7K 0.03% 338
2025
Q3 		$283K Sell
4,471
-4,441
-50% -$261K 0.02% 397
2025
Q2 		$541K Sell
8,912
-9,748
-52% -$576K 0.04% 295
2025
Q1 		$1.12M Buy
18,660
+8,074
+76% +$462K 0.07% 180
2024
Q4 		$573K Sell
10,586
-489
-4% -$26.4K 0.05% 236
2024
Q3 		$506K Buy
+11,075
New +$487K 0.36% 66
2024
Q2 		– Sell
-10,938
Closed -$426K – 412
2024
Q1 		$426K Sell
10,938
-2,958
-21% -$105K 0.05% 226
2023
Q4 		$484K Buy
13,896
+2,296
+20% +$80.6K 0.06% 192
2023
Q3 		$391K Buy
+11,600
New +$396K 0.1% 146
2023
Q2 		– Sell
-11,567
Closed -$345K – 212
2023
Q1 		$345K Buy
11,567
+592
+5% +$18.3K 0.14% 95
2022
Q4 		$361K Sell
10,975
-163
-1% -$5.31K 0.15% 83
2022
Q3 		$319K Sell
11,138
-1,946
-15% -$63.4K 0.13% 113
2022
Q2 		$408K Buy
13,084
+1,228
+10% +$42.4K 0.19% 98
2022
Q1 		$396K Buy
+11,856
New +$362K 0.28% 57

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 Financial Services's WMB Position: Q2 2026 in Review

OneAscent Financial Services reduced its Williams Companies (WMB) stake by 24% in Q2 2026, selling an estimated $103K and leaving 4,473 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #470.

OneAscent Financial Services first reported a position in WMB in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.12M in Q1 2025. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • OneAscent Financial Services held 4,473 shares of Williams Companies worth $333K as of Q2 2026.
  • OneAscent Financial Services sold 1,402 Williams Companies shares in Q2 2026, an estimated $103K.
  • Williams Companies made up 0.02% of OneAscent Financial Services's portfolio in Q2 2026, its #470 holding.
  • OneAscent Financial Services first reported a position in Williams Companies in Q1 2022 and has held it in 16 quarters since.
  • OneAscent Financial Services's Williams Companies position peaked at $1.12M in Q1 2025.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

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