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Twin Peaks Wealth Advisors’s Williams Companies WMB Stock Holding History

Twin Peaks Wealth Advisors’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 		$119K Buy
+1,640
New +$114K 0.03% 259
2025
Q3 		– Sell
-1,319
Closed -$76.2K – 2144
2025
Q2 		$76.2K Buy
+1,319
New +$77.9K 0.02% 272

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

Twin Peaks Wealth Advisors's WMB Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Williams Companies (WMB) in Q1 2026: 1,640 shares worth $119K. The stake represents 0.03% of the portfolio and ranks #259 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in WMB as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in WMB in Q2 2025 and has held it in 2 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1,640 shares of Williams Companies worth $119K as of Q1 2026.
  • Williams Companies was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Williams Companies made up 0.03% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #259 holding.
  • Twin Peaks Wealth Advisors first reported a position in Williams Companies in Q2 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 Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.