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OneAscent Wealth Management’s Williams Companies WMB Stock Holding History

OneAscent Wealth Management’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 		$287K Sell
3,939
-182
-4% -$12.6K 0.09% 120
2025
Q4 		$248K Sell
4,121
-3,111
-43% -$188K 0.08% 137
2025
Q3 		$458K Sell
7,232
-137
-2% -$8.04K 0.15% 74
2025
Q2 		$463K Buy
7,369
+620
+9% +$36.6K 0.17% 69
2025
Q1 		$403K Sell
6,749
-87
-1% -$4.98K 0.17% 65
2024
Q4 		$370K Sell
6,836
-3,357
-33% -$181K 0.15% 81
2024
Q3 		$465K Buy
+10,193
New +$448K 0.18% 75
2024
Q2 		– Sell
-7,190
Closed -$280K – 179
2024
Q1 		$280K Sell
7,190
-1,868
-21% -$66.4K 0.11% 136
2023
Q4 		$315K Sell
9,058
-853
-9% -$29.9K 0.13% 111
2023
Q3 		$334K Buy
+9,911
New +$338K 0.15% 96
2023
Q2 		– Sell
-11,842
Closed -$354K – 186
2023
Q1 		$354K Buy
11,842
+358
+3% +$11.1K 0.14% 98
2022
Q4 		$378K Buy
11,484
+208
+2% +$6.77K 0.18% 75
2022
Q3 		$323K Sell
11,276
-2,684
-19% -$87.4K 0.17% 80
2022
Q2 		$436K Buy
13,960
+735
+6% +$25.4K 0.22% 63
2022
Q1 		$442K Buy
+13,225
New +$404K 0.22% 91

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 Wealth Management's WMB Position: Q1 2026 in Review

OneAscent Wealth Management reduced its Williams Companies (WMB) stake by 4.4% in Q1 2026, selling an estimated $12.6K and leaving 3,939 shares worth $287K. The position accounts for 0.09% of the portfolio, ranked #120.

OneAscent Wealth Management first reported a position in WMB in Q1 2022 and has held it in 15 quarters since. The position peaked at $465K in Q3 2024. 1,808 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • OneAscent Wealth Management held 3,939 shares of Williams Companies worth $287K as of Q1 2026.
  • OneAscent Wealth Management sold 182 Williams Companies shares in Q1 2026, an estimated $12.6K.
  • Williams Companies made up 0.09% of OneAscent Wealth Management's portfolio in Q1 2026, its #120 holding.
  • OneAscent Wealth Management first reported a position in Williams Companies in Q1 2022 and has held it in 15 quarters since.
  • OneAscent Wealth Management's Williams Companies position peaked at $465K in Q3 2024.
  • 1,808 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

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