Alta Advisers’s Williams Companies WMB Stock Holding History

Alta Advisers’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	$353K	Hold	4,849	–	–	0.13%	116
2025 Q4	$291K	Sell	4,849 -1,300	-21%	-$78.6K	0.11%	139
2025 Q3	$390K	Hold	6,149	–	–	0.12%	132
2025 Q2	$386K	Hold	6,149	–	–	0.14%	134
2025 Q1	$367K	Buy	6,149 +2,200	+56%	+$126K	0.16%	133
2024 Q4	$214K	Buy	3,949 +249	+7%	+$13.4K	0.14%	142
2024 Q3	$169K	Hold	3,700	–	–	0.08%	173
2024 Q2	$157K	Hold	3,700	–	–	0.08%	162
2024 Q1	$144K	Hold	3,700	–	–	0.07%	184
2023 Q4	$129K	Hold	3,700	–	–	0.07%	194
2023 Q3	$125K	Hold	3,700	–	–	0.07%	174
2023 Q2	$121K	Hold	3,700	–	–	0.07%	192
2023 Q1	$110K	Hold	3,700	–	–	0.07%	204
2022 Q4	$122K	Hold	3,700	–	–	0.07%	178
2022 Q3	$106K	Buy	+3,700	New	+$121K	0.07%	192

Other funds holding WMB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 $1.47T AUM 27.86% 1-Year Est. Return