Advisor Resource Council’s Williams Companies WMB Stock Holding History

Advisor Resource Council’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	$616K	Sell	8,461 -269	-3%	-$18.6K	0.2%	104
2025 Q4	$579K	Buy	+8,730	New	+$528K	0.21%	109
2025 Q3	–	Sell	-3,652	Closed	-$229K	–	185
2025 Q2	$229K	Sell	3,652 -10,972	-75%	-$648K	0.09%	159
2025 Q1	$656K	Buy	+14,624	New	+$837K	0.05%	315
2024 Q4	–	Sell	-7,013	Closed	-$320K	–	274
2024 Q3	$320K	Buy	+7,013	New	+$308K	0.14%	168
2024 Q1	–	Sell	-7,648	Closed	-$266K	–	538
2023 Q4	$266K	Buy	+7,648	New	+$268K	0.03%	367
2022 Q3	–	Sell	-7,468	Closed	-$233K	–	516
2022 Q2	$233K	Buy	+7,468	New	+$258K	0.02%	429
2022 Q1	–	Sell	-9,399	Closed	-$244K	–	564
2021 Q4	$244K	Buy	+9,399	New	+$260K	0.02%	504
2021 Q3	–	Sell	-9,525	Closed	-$253K	–	508
2021 Q2	$253K	Buy	+9,525	New	+$244K	0.03%	425

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advisor Resource Council's WMB Position: Q1 2026 in Review

Advisor Resource Council reduced its Williams Companies (WMB) stake by 3.1% in Q1 2026, selling an estimated $18.6K and leaving 8,461 shares worth $616K. The position accounts for 0.2% of the portfolio, ranked #104.

Advisor Resource Council first reported a position in WMB in Q2 2021 and has held it in 9 quarters since. The position peaked at $656K in Q1 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Advisor Resource Council held 8,461 shares of Williams Companies worth $616K as of Q1 2026.
Advisor Resource Council sold 269 Williams Companies shares in Q1 2026, an estimated $18.6K.
Williams Companies made up 0.2% of Advisor Resource Council's portfolio in Q1 2026, its #104 holding.
Advisor Resource Council first reported a position in Williams Companies in Q2 2021 and has held it in 9 quarters since.
Advisor Resource Council's Williams Companies position peaked at $656K in Q1 2025.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.