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 Q2	$360K	Hold	4,849	–	–	0.08%	117
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Alta Advisers's WMB Position: Q2 2026 in Review

Alta Advisers held its Williams Companies (WMB) position steady in Q2 2026 at 4,849 shares worth $360K. The position accounts for 0.08% of the portfolio, ranked #117.

Alta Advisers first reported a position in WMB in Q3 2022 and has held it in 16 quarters since. The position peaked at $390K in Q3 2025. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Alta Advisers held 4,849 shares of Williams Companies worth $360K as of Q2 2026.
Alta Advisers left its Williams Companies share count unchanged in Q2 2026.
Williams Companies made up 0.08% of Alta Advisers's portfolio in Q2 2026, its #117 holding.
Alta Advisers first reported a position in Williams Companies in Q3 2022 and has held it in 16 quarters since.
Alta Advisers's Williams Companies position peaked at $390K in Q3 2025.
1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Alta Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.