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OneAscent Investment Solutions’s Williams Companies WMB Stock Holding History

OneAscent Investment Solutions’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 		$414K Sell
5,693
-2,973
-34% -$206K 0.41% 60
2025
Q4 		$521K Sell
8,666
-1,455
-14% -$88K 0.55% 39
2025
Q3 		$641K Sell
10,121
-2,090
-17% -$123K 0.68% 33
2025
Q2 		$767K Sell
12,211
-2,279
-16% -$135K 0.82% 23
2025
Q1 		$866K Buy
+14,490
New +$829K 1.03% 17

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

OneAscent Investment Solutions's WMB Position: Q1 2026 in Review

OneAscent Investment Solutions reduced its Williams Companies (WMB) stake by 34% in Q1 2026, selling an estimated $206K and leaving 5,693 shares worth $414K. The position accounts for 0.41% of the portfolio, ranked #60.

OneAscent Investment Solutions first reported a position in WMB in Q1 2025 and has held it in 5 quarters since. The position peaked at $866K in Q1 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • OneAscent Investment Solutions held 5,693 shares of Williams Companies worth $414K as of Q1 2026.
  • OneAscent Investment Solutions sold 2,973 Williams Companies shares in Q1 2026, an estimated $206K.
  • Williams Companies made up 0.41% of OneAscent Investment Solutions's portfolio in Q1 2026, its #60 holding.
  • OneAscent Investment Solutions first reported a position in Williams Companies in Q1 2025 and has held it in 5 quarters since.
  • OneAscent Investment Solutions's Williams Companies position peaked at $866K in Q1 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on OneAscent Investment Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.