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Private Wealth Asset Management’s Williams Companies WMB Stock Holding History

Private Wealth Asset 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 		$32.2K Sell
442
-8
-2% -$554 ﹤0.01% 495
2025
Q4 		$27.1K Hold
450
– – ﹤0.01% 501
2025
Q3 		$28.5K Hold
450
– – ﹤0.01% 472
2025
Q2 		$28.3K Sell
450
-35
-7% -$2.07K ﹤0.01% 496
2025
Q1 		$29K Buy
+485
New +$27.8K ﹤0.01% 449

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

Private Wealth Asset Management's WMB Position: Q1 2026 in Review

Private Wealth Asset Management reduced its Williams Companies (WMB) stake by 1.8% in Q1 2026, selling an estimated $554 and leaving 442 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Private Wealth Asset Management first reported a position in WMB in Q1 2025 and has held it in 5 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Private Wealth Asset Management held 442 shares of Williams Companies worth $32.2K as of Q1 2026.
  • Private Wealth Asset Management sold 8 Williams Companies shares in Q1 2026, an estimated $554.
  • Williams Companies made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q1 2026, its #495 holding.
  • Private Wealth Asset Management first reported a position in Williams Companies in Q1 2025 and has held it in 5 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.