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Addison Advisors’s Williams Companies WMB Stock Holding History

Addison 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 		$73.3K Buy
1,007
+7
+0.7% +$485 0.02% 363
2025
Q4 		$60.1K Hold
1,000
– – 0.01% 391
2025
Q3 		$63.4K Hold
1,000
– – 0.01% 384
2025
Q2 		$62.8K Hold
1,000
– – 0.02% 380
2025
Q1 		$59.8K Hold
1,000
– – 0.02% 365
2024
Q4 		$54.1K Sell
1,000
-100
-9% -$5.39K 0.02% 376
2024
Q3 		$50.2K Hold
1,100
– – 0.01% 391
2024
Q2 		$46.8K Hold
1,100
– – 0.02% 386
2024
Q1 		$42.9K Hold
1,100
– – 0.01% 384
2023
Q4 		$38.3K Hold
1,100
– – 0.01% 389
2023
Q3 		$37.1K Hold
1,100
– – 0.02% 361
2023
Q2 		$35.9K Hold
1,100
– – 0.02% 357
2023
Q1 		$32.8K Sell
1,100
-40
-4% -$1.24K 0.02% 347
2022
Q4 		$37.5K Buy
1,140
+2
+0.2% +$65 0.02% 314
2022
Q3 		$33K Buy
1,138
+100
+10% +$3.26K 0.02% 303
2022
Q2 		$32K Hold
1,038
– – 0.02% 313
2022
Q1 		$35K Hold
1,038
– – 0.02% 334
2021
Q4 		$27K Buy
1,038
+38
+4% +$1.05K 0.02% 311
2021
Q3 		$26K Hold
1,000
– – 0.02% 241
2021
Q2 		$27K Buy
+1,000
New +$25.6K 0.02% 235
2020
Q4 		$20K Buy
+1,000
New +$20.3K 0.02% 247

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

Addison Advisors's WMB Position: Q1 2026 in Review

Addison Advisors increased its Williams Companies (WMB) stake by 0.7% in Q1 2026, buying an estimated $485 and bringing the position to 1,007 shares worth $73.3K. The position accounts for 0.02% of the portfolio, ranked #363.

Addison Advisors first reported a position in WMB in Q4 2020 and has held it in 21 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Addison Advisors held 1,007 shares of Williams Companies worth $73.3K as of Q1 2026.
  • Addison Advisors bought 7 Williams Companies shares in Q1 2026, an estimated $485.
  • Williams Companies made up 0.02% of Addison Advisors's portfolio in Q1 2026, its #363 holding.
  • Addison Advisors first reported a position in Williams Companies in Q4 2020 and has held it in 21 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.