AG
WMB icon

AmeriFlex Group’s Williams Companies WMB Stock Holding History

AmeriFlex Group’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 		$58.9K Buy
810
+10
+1% +$692 0.03% 392
2025
Q4 		$48.1K Sell
800
-844
-51% -$51K 0.03% 431
2025
Q3 		$104K Buy
1,644
+609
+59% +$35.7K 0.04% 319
2025
Q2 		$65K Buy
1,035
+228
+28% +$13.5K 0.03% 334
2025
Q1 		$48.2K Hold
807
– – 0.02% 474
2024
Q4 		$44.7K Buy
+807
New +$43.5K 0.02% 461

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

AmeriFlex Group's WMB Position: Q1 2026 in Review

AmeriFlex Group increased its Williams Companies (WMB) stake by 1.3% in Q1 2026, buying an estimated $692 and bringing the position to 810 shares worth $58.9K. The position accounts for 0.03% of the portfolio, ranked #392.

AmeriFlex Group first reported a position in WMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $104K in Q3 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • AmeriFlex Group held 810 shares of Williams Companies worth $58.9K as of Q1 2026.
  • AmeriFlex Group bought 10 Williams Companies shares in Q1 2026, an estimated $692.
  • Williams Companies made up 0.03% of AmeriFlex Group's portfolio in Q1 2026, its #392 holding.
  • AmeriFlex Group first reported a position in Williams Companies in Q4 2024 and has held it in 6 quarters since.
  • AmeriFlex Group's Williams Companies position peaked at $104K in Q3 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.