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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
Q2 		$423K Sell
5,690
-3
-0.1% -$221 0.4% 56
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 $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 $3.37T AUM 44.26% 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 Investment Solutions's WMB Position: Q2 2026 in Review

OneAscent Investment Solutions reduced its Williams Companies (WMB) stake by 0.05% in Q2 2026, selling an estimated $221 and leaving 5,690 shares worth $423K. The position accounts for 0.4% of the portfolio, ranked #56.

OneAscent Investment Solutions first reported a position in WMB in Q1 2025 and has held it in 6 quarters since. The position peaked at $866K in Q1 2025. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • OneAscent Investment Solutions held 5,690 shares of Williams Companies worth $423K as of Q2 2026.
  • OneAscent Investment Solutions sold 3 Williams Companies shares in Q2 2026, an estimated $221.
  • Williams Companies made up 0.4% of OneAscent Investment Solutions's portfolio in Q2 2026, its #56 holding.
  • OneAscent Investment Solutions first reported a position in Williams Companies in Q1 2025 and has held it in 6 quarters since.
  • OneAscent Investment Solutions's Williams Companies position peaked at $866K in Q1 2025.
  • 1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

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