Annis Gardner Whiting Capital Advisors’s Williams Companies WMB Stock Holding History

Annis Gardner Whiting Capital Advisors’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	$632K	Buy	8,680 +3,310	+62%	+$229K	0.1%	164
2025 Q4	$323K	Buy	5,370 +506	+10%	+$30.6K	0.06%	236
2025 Q3	$308K	Buy	4,864 +268	+6%	+$15.7K	0.06%	231
2025 Q2	$289K	Buy	4,596 +1,054	+30%	+$62.2K	0.1%	178
2025 Q1	$212K	Sell	3,542 -205	-5%	-$11.7K	0.09%	184
2024 Q4	$203K	Sell	3,747 -1,230	-25%	-$66.3K	0.06%	200
2024 Q3	$227K	Hold	4,977	–	–	0.06%	199
2024 Q2	$212K	Buy	4,977 +31	+0.6%	+$1.24K	0.06%	208
2024 Q1	$193K	Buy	4,946 +31	+0.6%	+$1.1K	0.07%	186
2023 Q4	$171K	Hold	4,915	–	–	0.08%	169
2023 Q3	$166K	Buy	+4,915	New	+$168K	0.09%	159

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

Annis Gardner Whiting Capital Advisors's WMB Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Williams Companies (WMB) stake by 62% in Q1 2026, buying an estimated $229K and bringing the position to 8,680 shares worth $632K. The position accounts for 0.1% of the portfolio, ranked #164.

Annis Gardner Whiting Capital Advisors first reported a position in WMB in Q3 2023 and has held it in 11 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Annis Gardner Whiting Capital Advisors held 8,680 shares of Williams Companies worth $632K as of Q1 2026.
Annis Gardner Whiting Capital Advisors bought 3,310 Williams Companies shares in Q1 2026, an estimated $229K.
Williams Companies made up 0.1% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #164 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Williams Companies in Q3 2023 and has held it in 11 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.