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Stokes Family Office’s Williams Companies WMB Stock Holding History

Stokes Family Office’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 		$369K Sell
5,071
-351
-6% -$24.3K 0.04% 216
2025
Q4 		$326K Buy
+5,422
New +$328K 0.03% 241

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

Stokes Family Office's WMB Position: Q1 2026 in Review

Stokes Family Office reduced its Williams Companies (WMB) stake by 6.5% in Q1 2026, selling an estimated $24.3K and leaving 5,071 shares worth $369K. The position accounts for 0.04% of the portfolio, ranked #216.

Stokes Family Office first reported a position in WMB in Q4 2025 and has held it in 2 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Stokes Family Office held 5,071 shares of Williams Companies worth $369K as of Q1 2026.
  • Stokes Family Office sold 351 Williams Companies shares in Q1 2026, an estimated $24.3K.
  • Williams Companies made up 0.04% of Stokes Family Office's portfolio in Q1 2026, its #216 holding.
  • Stokes Family Office first reported a position in Williams Companies in Q4 2025 and has held it in 2 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.