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Sterneck Capital Management’s Williams Companies WMB Stock Holding History

Sterneck Capital 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 		$852K Sell
11,709
-3,707
-24% -$257K 0.38% 38
2025
Q4 		$927K Hold
15,416
– – 0.42% 35
2025
Q3 		$977K Hold
15,416
– – 0.45% 36
2025
Q2 		$968K Sell
15,416
-853
-5% -$50.4K 0.49% 36
2025
Q1 		$972K Sell
16,269
-383
-2% -$21.9K 0.53% 37
2024
Q4 		$901K Sell
16,652
-1,958
-11% -$106K 0.49% 35
2024
Q3 		$850K Sell
18,610
-1,407
-7% -$61.8K 0.46% 36
2024
Q2 		$851K Sell
20,017
-2,020
-9% -$81K 0.48% 38
2024
Q1 		$859K Buy
22,037
+7,243
+49% +$257K 0.51% 39
2023
Q4 		$515K Sell
14,794
-75
-0.5% -$2.63K 0.33% 53
2023
Q3 		$501K Sell
14,869
-850
-5% -$29K 0.33% 54
2023
Q2 		$513K Hold
15,719
– – 0.31% 56
2023
Q1 		$469K Hold
15,719
– – 0.3% 57
2022
Q4 		$517K Hold
15,719
– – 0.34% 54
2022
Q3 		$450K Sell
15,719
-313
-2% -$10.2K 0.32% 55
2022
Q2 		$500K Buy
16,032
+597
+4% +$20.6K 0.34% 53
2022
Q1 		$516K Sell
15,435
-1,650
-10% -$50.4K 0.31% 52
2021
Q4 		$445K Buy
17,085
+223
+1% +$6.16K 0.26% 62
2021
Q3 		$437K Sell
16,862
-250
-1% -$6.29K 0.28% 55
2021
Q2 		$433K Sell
17,112
-138
-0.8% -$3.53K 0.27% 58
2021
Q1 		$409K Buy
+17,250
New +$392K 0.29% 52

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

Sterneck Capital Management's WMB Position: Q1 2026 in Review

Sterneck Capital Management reduced its Williams Companies (WMB) stake by 24% in Q1 2026, selling an estimated $257K and leaving 11,709 shares worth $852K. The position accounts for 0.38% of the portfolio, ranked #38.

Sterneck Capital Management first reported a position in WMB in Q1 2021 and has held it in 21 quarters since. The position peaked at $977K in Q3 2025. 1,810 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Sterneck Capital Management held 11,709 shares of Williams Companies worth $852K as of Q1 2026.
  • Sterneck Capital Management sold 3,707 Williams Companies shares in Q1 2026, an estimated $257K.
  • Williams Companies made up 0.38% of Sterneck Capital Management's portfolio in Q1 2026, its #38 holding.
  • Sterneck Capital Management first reported a position in Williams Companies in Q1 2021 and has held it in 21 quarters since.
  • Sterneck Capital Management's Williams Companies position peaked at $977K in Q3 2025.
  • 1,810 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Sterneck Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.