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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
2018
Q2 		– Sell
-2,400
Closed -$1K – 348
2018
Q1 		$1K Buy
+2,400
New +$70.8K ﹤0.01% 324

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

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. 1,810 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.
  • 1,810 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.