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Signature Wealth Management Group’s Williams Companies WMB Stock Holding History

Signature Wealth Management Group’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 		$6.1M Sell
83,773
-725
-0.9% -$50.2K 2.32% 7
2025
Q4 		$5.08M Buy
84,498
+506
+0.6% +$30.6K 2.07% 12
2025
Q3 		$5.32M Buy
83,992
+1,419
+2% +$83.3K 2.06% 13
2025
Q2 		$5.19M Sell
82,573
-2,093
-2% -$124K 2.05% 11
2025
Q1 		$5.06M Sell
84,666
-1,024
-1% -$58.6K 1.97% 10
2024
Q4 		$4.64M Sell
85,690
-28,847
-25% -$1.55M 1.86% 11
2024
Q3 		$5.23M Sell
114,537
-1,242
-1% -$54.6K 2.1% 9
2024
Q2 		$4.92M Sell
115,779
-9,616
-8% -$386K 2.15% 8
2024
Q1 		$4.83M Sell
125,395
-4,577
-4% -$163K 2.2% 8
2023
Q4 		$4.53M Buy
+129,972
New +$4.56M 2.09% 10
2023
Q2 		$4.53M Buy
138,803
+3,874
+3% +$116K 2.11% 10
2023
Q1 		$4.03M Buy
134,929
+2,641
+2% +$81.6K 1.91% 17
2022
Q4 		$4.35M Sell
132,288
-1,563
-1% -$50.9K 2.13% 11
2022
Q3 		$3.83M Sell
133,851
-87
-0.1% -$2.83K 1.95% 13
2022
Q2 		$4.18M Sell
133,938
-2,356
-2% -$81.3K 2.03% 10
2022
Q1 		$4.55M Buy
+136,294
New +$4.17M 2.05% 8
2018
Q4 		– Sell
-14
Closed – – 301
2018
Q3 		$0 Buy
+14
New +$406 ﹤0.01% 351
2018
Q2 		– Sell
-14
Closed -$369 – 347
2018
Q1 		$0 Hold
14
– – ﹤0.01% 392
2017
Q4 		$0 Buy
+14
New +$407 ﹤0.01% 386

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Signature Wealth Management Group's WMB Position: Q1 2026 in Review

Signature Wealth Management Group reduced its Williams Companies (WMB) stake by 0.86% in Q1 2026, selling an estimated $50.2K and leaving 83,773 shares worth $6.1M. The position accounts for 2.32% of the portfolio, ranked #7.

Signature Wealth Management Group first reported a position in WMB in Q4 2017 and has held it in 19 quarters since. 1,819 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Signature Wealth Management Group held 83,773 shares of Williams Companies worth $6.1M as of Q1 2026.
  • Signature Wealth Management Group sold 725 Williams Companies shares in Q1 2026, an estimated $50.2K.
  • Williams Companies made up 2.32% of Signature Wealth Management Group's portfolio in Q1 2026, its #7 holding.
  • Signature Wealth Management Group first reported a position in Williams Companies in Q4 2017 and has held it in 19 quarters since.
  • 1,819 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.