Ameritas Advisory Services’s Williams Companies WMB Stock Holding History

Ameritas Advisory Services’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	$2.19M	Sell	30,028 -8,522	-22%	-$590K	0.08%	217
2025 Q4	$2.32M	Buy	38,550 +34,442	+838%	+$2.08M	0.09%	204
2025 Q3	$260K	Sell	4,108 -1,020	-20%	-$59.9K	0.02%	553
2025 Q2	$322K	Sell	5,128 -2,638	-34%	-$156K	0.02%	612
2025 Q1	$427K	Buy	7,766 +5	+0.1%	+$286	0.02%	606
2024 Q4	$420K	Buy	7,761 +841	+12%	+$45.3K	0.01%	637
2024 Q3	$316K	Sell	6,920 -2,514	-27%	-$111K	0.01%	668
2024 Q2	$401K	Buy	9,434 +663	+8%	+$26.6K	0.02%	647
2024 Q1	$339K	Buy	+8,771	New	+$312K	0.01%	672
2023 Q4	–	Sell	-6,967	Closed	-$248K	–	852
2023 Q3	$248K	Buy	+6,967	New	+$238K	0.01%	682
2023 Q2	–	Sell	-5,665	Closed	-$170K	–	2520
2023 Q1	$170K	Sell	5,665 -4,451	-44%	-$137K	0.01%	815
2022 Q4	$333K	Buy	+10,116	New	+$329K	0.02%	681

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

Ameritas Advisory Services's WMB Position: Q1 2026 in Review

Ameritas Advisory Services reduced its Williams Companies (WMB) stake by 22% in Q1 2026, selling an estimated $590K and leaving 30,028 shares worth $2.19M. The position accounts for 0.08% of the portfolio, ranked #217.

Ameritas Advisory Services first reported a position in WMB in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.32M in Q4 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Ameritas Advisory Services held 30,028 shares of Williams Companies worth $2.19M as of Q1 2026.
Ameritas Advisory Services sold 8,522 Williams Companies shares in Q1 2026, an estimated $590K.
Williams Companies made up 0.08% of Ameritas Advisory Services's portfolio in Q1 2026, its #217 holding.
Ameritas Advisory Services first reported a position in Williams Companies in Q4 2022 and has held it in 12 quarters since.
Ameritas Advisory Services's Williams Companies position peaked at $2.32M in Q4 2025.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.