Alteri Wealth’s Williams Companies WMB Stock Holding History

Alteri 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	$904K	Sell	12,420 -1,390	-10%	-$96.2K	0.29%	82
2025 Q4	$830K	Buy	13,810 +1,200	+10%	+$72.6K	0.27%	88
2025 Q3	$799K	Buy	12,610 +336	+3%	+$19.7K	0.27%	87
2025 Q2	$771K	Sell	12,274 -1,132	-8%	-$66.8K	0.3%	81
2025 Q1	$801K	Sell	13,406 -3,344	-20%	-$191K	0.35%	70
2024 Q4	$906K	Buy	+16,750	New	+$903K	0.25%	59

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

Alteri Wealth's WMB Position: Q1 2026 in Review

Alteri Wealth reduced its Williams Companies (WMB) stake by 10% in Q1 2026, selling an estimated $96.2K and leaving 12,420 shares worth $904K. The position accounts for 0.29% of the portfolio, ranked #82.

Alteri Wealth first reported a position in WMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $906K in Q4 2024. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Alteri Wealth held 12,420 shares of Williams Companies worth $904K as of Q1 2026.
Alteri Wealth sold 1,390 Williams Companies shares in Q1 2026, an estimated $96.2K.
Williams Companies made up 0.29% of Alteri Wealth's portfolio in Q1 2026, its #82 holding.
Alteri Wealth first reported a position in Williams Companies in Q4 2024 and has held it in 6 quarters since.
Alteri Wealth's Williams Companies position peaked at $906K in Q4 2024.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Alteri Wealth's 13F filing for Q1 2026, filed 6 May 2026.