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Ritholtz Wealth Management’s Williams Companies WMB Stock Holding History

Ritholtz 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 		$1.56M Buy
21,450
+831
+4% +$57.5K 0.03% 435
2025
Q4 		$1.24M Sell
20,619
-973
-5% -$58.8K 0.02% 454
2025
Q3 		$1.37M Buy
21,592
+221
+1% +$13K 0.03% 426
2025
Q2 		$1.34M Buy
21,371
+5,609
+36% +$331K 0.03% 393
2025
Q1 		$942K Buy
15,762
+4,267
+37% +$244K 0.03% 414
2024
Q4 		$622K Buy
11,495
+2,292
+25% +$124K 0.02% 503
2024
Q3 		$420K Buy
9,203
+506
+6% +$22.2K 0.01% 612
2024
Q2 		$370K Buy
8,697
+75
+0.9% +$3.01K 0.01% 608
2024
Q1 		$336K Sell
8,622
-103
-1% -$3.66K 0.01% 609
2023
Q4 		$304K Buy
8,725
+109
+1% +$3.83K 0.01% 596
2023
Q3 		$290K Sell
8,616
-174
-2% -$5.94K 0.01% 556
2023
Q2 		$287K Sell
8,790
-799
-8% -$24K 0.01% 548
2023
Q1 		$286K Sell
9,589
-1,518
-14% -$46.9K 0.01% 527
2022
Q4 		$365K Sell
11,107
-6,194
-36% -$202K 0.02% 423
2022
Q3 		$495K Buy
17,301
+5,183
+43% +$169K 0.03% 405
2022
Q2 		$378K Sell
12,118
-1,092
-8% -$37.7K 0.02% 378
2022
Q1 		$441K Sell
13,210
-3,598
-21% -$110K 0.03% 329
2021
Q4 		$438K Buy
16,808
+2,021
+14% +$55.9K 0.03% 327
2021
Q3 		$384K Sell
14,787
-1,193
-7% -$30K 0.03% 324
2021
Q2 		$424K Buy
15,980
+6,471
+68% +$166K 0.03% 291
2021
Q1 		$225K Buy
+9,509
New +$216K 0.02% 381

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

Ritholtz Wealth Management's WMB Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Williams Companies (WMB) stake by 4% in Q1 2026, buying an estimated $57.5K and bringing the position to 21,450 shares worth $1.56M. The position accounts for 0.03% of the portfolio, ranked #435.

Ritholtz Wealth Management first reported a position in WMB in Q1 2021 and has held it in 21 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Ritholtz Wealth Management held 21,450 shares of Williams Companies worth $1.56M as of Q1 2026.
  • Ritholtz Wealth Management bought 831 Williams Companies shares in Q1 2026, an estimated $57.5K.
  • Williams Companies made up 0.03% of Ritholtz Wealth Management's portfolio in Q1 2026, its #435 holding.
  • Ritholtz Wealth Management first reported a position in Williams Companies in Q1 2021 and has held it in 21 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.