Compass Wealth Management LLC / WMB
Compass Wealth Management LLC’s Williams Cos Inc Position
Does Compass Wealth Management LLC own Williams Cos Inc (WMB)? Yes — 68.4K shares worth $5M (+1.23% of its 13F portfolio) as of Q1 2026, down from 69.3K shares the prior filed quarter.
Position Value
$5M
Q1 2026
Shares
68.4K
% of Portfolio
+1.23%
Quarters Held
14
currently held
Position History WMB
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 68.4K | $5M | +1.23% |
| Q4 2025 | 69.3K | $4M | +1.04% |
| Q3 2025 | 70.0K | $4M | +0.99% |
| Q2 2025 | 71.2K | $4M | +1.07% |
| Q1 2025 | 88.3K | $5M | +1.35% |
| Q4 2024 | 105.7K | $6M | +1.38% |
| Q3 2024 | 115.2K | $5M | +1.24% |
| Q2 2024 | 120.1K | $5M | +1.26% |
| Q1 2024 | 120.4K | $5M | +1.17% |
| Q4 2023 | 121.3K | $4M | +1.18% |
| Q3 2023 | 122.6K | $4M | +1.30% |
| Q2 2023 | 123.5K | $4M | +1.22% |
| Q1 2023 | 109.2K | $3M | +1.04% |
| Q4 2022 | 89.9K | $3M | +0.97% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Compass Wealth Management LLC’s full portfolio or all institutional holders of WMB.