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Arcadia Investment Management’s Williams Companies WMB Stock Holding History

Arcadia Investment Management’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 		$1.31K Hold
18
– – ﹤0.01% 242
2025
Q4 		$1.08K Buy
+18
New +$1.09K ﹤0.01% 259
2017
Q4 		– Sell
-810
Closed -$24K – 379
2017
Q3 		$24K Buy
+810
New +$24.6K 0.01% 288

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

Arcadia Investment Management's WMB Position: Q1 2026 in Review

Arcadia Investment Management held its Williams Companies (WMB) position steady in Q1 2026 at 18 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Arcadia Investment Management first reported a position in WMB in Q3 2017 and has held it in 3 quarters since. The position peaked at $24K in Q3 2017. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Arcadia Investment Management held 18 shares of Williams Companies worth $1.31K as of Q1 2026.
  • Arcadia Investment Management left its Williams Companies share count unchanged in Q1 2026.
  • Williams Companies made up ﹤0.01% of Arcadia Investment Management's portfolio in Q1 2026, its #242 holding.
  • Arcadia Investment Management first reported a position in Williams Companies in Q3 2017 and has held it in 3 quarters since.
  • Arcadia Investment Management's Williams Companies position peaked at $24K in Q3 2017.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.