AO
WMB icon

Advisor OS’s Williams Companies WMB Stock Holding History

Advisor OS’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 		$2.14M Buy
29,430
+432
+1% +$29.9K 0.16% 97
2025
Q4 		$1.74M Sell
28,998
-580
-2% -$35.1K 0.14% 107
2025
Q3 		$1.87M Buy
29,578
+6,316
+27% +$371K 0.16% 89
2025
Q2 		$1.46M Sell
23,262
-1,709
-7% -$101K 0.14% 101
2025
Q1 		$1.49M Buy
24,971
+643
+3% +$36.8K 0.17% 84
2024
Q4 		$1.32M Buy
24,328
+2,404
+11% +$130K 0.15% 101
2024
Q3 		$1M Buy
21,924
+675
+3% +$29.7K 0.1% 151
2024
Q2 		$903K Sell
21,249
-822
-4% -$33K 0.1% 171
2024
Q1 		$860K Buy
22,071
+4,089
+23% +$145K 0.1% 183
2023
Q4 		$626K Buy
17,982
+594
+3% +$20.8K 0.08% 185
2023
Q3 		$586K Buy
17,388
+202
+1% +$6.89K 0.09% 179
2023
Q2 		$561K Buy
17,186
+2,249
+15% +$67.5K 0.09% 193
2023
Q1 		$446K Sell
14,937
-820
-5% -$25.3K 0.11% 173
2022
Q4 		$518K Buy
15,757
+1,376
+10% +$44.8K 0.14% 149
2022
Q3 		$412K Sell
14,381
-66
-0.5% -$2.15K 0.12% 146
2022
Q2 		$451K Buy
14,447
+66
+0.5% +$2.28K 0.13% 149
2022
Q1 		$481K Sell
14,381
-3,009
-17% -$92K 0.14% 150
2021
Q4 		$453K Buy
17,390
+417
+2% +$11.5K 0.09% 182
2021
Q3 		$440K Sell
16,973
-512
-3% -$12.9K 0.1% 160
2021
Q2 		$464K Hold
17,485
– – 0.1% 145
2021
Q1 		$414K Sell
17,485
-206
-1% -$4.68K 0.09% 130
2020
Q4 		$355K Buy
+17,691
New +$359K 0.1% 100

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

Advisor OS's WMB Position: Q1 2026 in Review

Advisor OS increased its Williams Companies (WMB) stake by 1.5% in Q1 2026, buying an estimated $29.9K and bringing the position to 29,430 shares worth $2.14M. The position accounts for 0.16% of the portfolio, ranked #97.

Advisor OS first reported a position in WMB in Q4 2020 and has held it in 22 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Advisor OS held 29,430 shares of Williams Companies worth $2.14M as of Q1 2026.
  • Advisor OS bought 432 Williams Companies shares in Q1 2026, an estimated $29.9K.
  • Williams Companies made up 0.16% of Advisor OS's portfolio in Q1 2026, its #97 holding.
  • Advisor OS first reported a position in Williams Companies in Q4 2020 and has held it in 22 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.