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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
Q2 		$300K Buy
4,041
+102
+3% +$7.51K 0.09% 122
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 $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 Wealth Management's WMB Position: Q2 2026 in Review

OneAscent Wealth Management increased its Williams Companies (WMB) stake by 2.6% in Q2 2026, buying an estimated $7.51K and bringing the position to 4,041 shares worth $300K. The position accounts for 0.09% of the portfolio, ranked #122.

OneAscent Wealth Management first reported a position in WMB in Q1 2022 and has held it in 16 quarters since. The position peaked at $465K in Q3 2024. 1,831 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • OneAscent Wealth Management held 4,041 shares of Williams Companies worth $300K as of Q2 2026.
  • OneAscent Wealth Management bought 102 Williams Companies shares in Q2 2026, an estimated $7.51K.
  • Williams Companies made up 0.09% of OneAscent Wealth Management's portfolio in Q2 2026, its #122 holding.
  • OneAscent Wealth Management first reported a position in Williams Companies in Q1 2022 and has held it in 16 quarters since.
  • OneAscent Wealth Management's Williams Companies position peaked at $465K in Q3 2024.
  • 1,831 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

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