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Resonant Capital Advisors’s Williams Companies WMB Stock Holding History

Resonant Capital Advisors’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 		$507K Sell
6,961
-156
-2% -$10.8K 0.03% 268
2025
Q4 		$428K Sell
7,117
-69
-1% -$4.17K 0.02% 270
2025
Q3 		$455K Sell
7,186
-124
-2% -$7.28K 0.03% 259
2025
Q2 		$459K Buy
7,310
+1,566
+27% +$92.5K 0.03% 248
2025
Q1 		$343K Buy
5,744
+383
+7% +$21.9K 0.02% 263
2024
Q4 		$290K Buy
5,361
+238
+5% +$12.8K 0.02% 280
2024
Q3 		$234K Buy
5,123
+12
+0.2% +$527 0.02% 318
2024
Q2 		$217K Buy
+5,111
New +$205K 0.02% 319

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

Resonant Capital Advisors's WMB Position: Q1 2026 in Review

Resonant Capital Advisors reduced its Williams Companies (WMB) stake by 2.2% in Q1 2026, selling an estimated $10.8K and leaving 6,961 shares worth $507K. The position accounts for 0.03% of the portfolio, ranked #268.

Resonant Capital Advisors first reported a position in WMB in Q2 2024 and has held it in 8 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Resonant Capital Advisors held 6,961 shares of Williams Companies worth $507K as of Q1 2026.
  • Resonant Capital Advisors sold 156 Williams Companies shares in Q1 2026, an estimated $10.8K.
  • Williams Companies made up 0.03% of Resonant Capital Advisors's portfolio in Q1 2026, its #268 holding.
  • Resonant Capital Advisors first reported a position in Williams Companies in Q2 2024 and has held it in 8 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.