AW
WMB icon

Alaethes Wealth’s Williams Companies WMB Stock Holding History

Alaethes Wealth’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 		$4M Buy
54,914
+8,004
+17% +$554K 1.14% 19
2025
Q4 		$2.82M Sell
46,910
-163
-0.3% -$9.86K 0.79% 33
2025
Q3 		$2.98M Sell
47,073
-2,267
-5% -$133K 0.85% 28
2025
Q2 		$3.1M Buy
49,340
+7,109
+17% +$420K 0.93% 27
2025
Q1 		$2.52M Buy
42,231
+243
+0.6% +$13.9K 0.92% 29
2024
Q4 		$2.27M Buy
41,988
+295
+0.7% +$15.9K 0.81% 36
2024
Q3 		$1.9M Sell
41,693
-1,697
-4% -$74.6K 0.7% 46
2024
Q2 		$1.84M Buy
43,390
+598
+1% +$24K 0.76% 39
2024
Q1 		$1.67M Sell
42,792
-4,763
-10% -$169K 0.73% 56
2023
Q4 		$1.66M Buy
47,555
+1,459
+3% +$51.2K 0.78% 45
2023
Q3 		$1.55M Buy
46,096
+126
+0.3% +$4.3K 0.85% 39
2023
Q2 		$1.5M Buy
45,970
+1,428
+3% +$42.9K 0.82% 41
2023
Q1 		$1.33M Buy
44,542
+2,539
+6% +$78.4K 0.78% 50
2022
Q4 		$1.38M Buy
+42,003
New +$1.37M 0.95% 39

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

Alaethes Wealth's WMB Position: Q1 2026 in Review

Alaethes Wealth increased its Williams Companies (WMB) stake by 17% in Q1 2026, buying an estimated $554K and bringing the position to 54,914 shares worth $4M. The position accounts for 1.14% of the portfolio, ranked #19.

Alaethes Wealth first reported a position in WMB in Q4 2022 and has held it in 14 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Alaethes Wealth held 54,914 shares of Williams Companies worth $4M as of Q1 2026.
  • Alaethes Wealth bought 8,004 Williams Companies shares in Q1 2026, an estimated $554K.
  • Williams Companies made up 1.14% of Alaethes Wealth's portfolio in Q1 2026, its #19 holding.
  • Alaethes Wealth first reported a position in Williams Companies in Q4 2022 and has held it in 14 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Alaethes Wealth's 13F filing for Q1 2026, filed 12 May 2026.