AAG
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Accordant Advisory Group’s Williams Companies WMB Stock Holding History

Accordant Advisory 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
2026
Q1 		$58.7K Hold
807
– – 0.04% 81
2025
Q4 		$48.5K Buy
807
+617
+325% +$37.3K 0.03% 80
2025
Q3 		$12K Buy
190
+100
+111% +$5.87K 0.01% 132
2025
Q2 		$5.65K Hold
90
– – ﹤0.01% 140
2025
Q1 		$5.38K Hold
90
– – 0.01% 126
2024
Q4 		$4.87K Sell
90
-33,891
-100% -$1.83M ﹤0.01% 127
2024
Q3 		$1.55M Sell
33,981
-44
-0.1% -$1.93K 1.24% 25
2024
Q2 		$1.45M Buy
34,025
+532
+2% +$21.3K 1.37% 25
2024
Q1 		$1.31M Buy
+33,493
New +$1.19M 0.98% 33

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

Accordant Advisory Group's WMB Position: Q1 2026 in Review

Accordant Advisory Group held its Williams Companies (WMB) position steady in Q1 2026 at 807 shares worth $58.7K. The position accounts for 0.04% of the portfolio, ranked #81.

Accordant Advisory Group first reported a position in WMB in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.55M in Q3 2024. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Accordant Advisory Group held 807 shares of Williams Companies worth $58.7K as of Q1 2026.
  • Accordant Advisory Group left its Williams Companies share count unchanged in Q1 2026.
  • Williams Companies made up 0.04% of Accordant Advisory Group's portfolio in Q1 2026, its #81 holding.
  • Accordant Advisory Group first reported a position in Williams Companies in Q1 2024 and has held it in 9 quarters since.
  • Accordant Advisory Group's Williams Companies position peaked at $1.55M in Q3 2024.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Accordant Advisory Group's 13F filing for Q1 2026, filed 11 May 2026.