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Arete Wealth Advisors’s Williams Companies WMB Stock Holding History

Arete Wealth 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 		$1.54M Sell
21,110
-589
-3% -$40.8K 0.12% 179
2025
Q4 		$1.3M Sell
21,699
-339
-2% -$20.5K 0.08% 238
2025
Q3 		$1.39M Buy
22,038
+374
+2% +$21.9K 0.09% 216
2025
Q2 		$1.36M Sell
21,664
-38
-0.2% -$2.24K 0.1% 209
2025
Q1 		$1.3M Buy
21,702
+531
+3% +$30.4K 0.1% 210
2024
Q4 		$1.15M Buy
21,171
+11,927
+129% +$643K 0.08% 234
2024
Q3 		$422K Buy
9,244
+63
+0.7% +$2.77K 0.04% 414
2024
Q2 		$390K Sell
9,181
-4,201
-31% -$169K 0.03% 452
2024
Q1 		$521K Sell
13,382
-4,469
-25% -$159K 0.05% 287
2023
Q4 		$622K Buy
17,851
+4,829
+37% +$169K 0.05% 351
2023
Q3 		$439K Sell
13,022
-861
-6% -$29.4K 0.08% 258
2023
Q2 		$453K Sell
13,883
-5,934
-30% -$178K 0.04% 381
2023
Q1 		$592K Buy
19,817
+2,736
+16% +$84.5K 0.05% 308
2022
Q4 		$562M Sell
17,081
-200
-1% -$6.51K 0.05% 302
2022
Q3 		$495K Buy
17,281
+10,117
+141% +$330K 0.05% 303
2022
Q2 		$224K Sell
7,164
-691
-9% -$23.9K 0.02% 404
2022
Q1 		$262K Sell
7,855
-10
-0.1% -$306 0.02% 412
2021
Q4 		$208K Buy
+7,865
New +$217K 0.02% 470

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

Arete Wealth Advisors's WMB Position: Q1 2026 in Review

Arete Wealth Advisors reduced its Williams Companies (WMB) stake by 2.7% in Q1 2026, selling an estimated $40.8K and leaving 21,110 shares worth $1.54M. The position accounts for 0.12% of the portfolio, ranked #179.

Arete Wealth Advisors first reported a position in WMB in Q4 2021 and has held it in 18 quarters since. The position peaked at $562M in Q4 2022. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Arete Wealth Advisors held 21,110 shares of Williams Companies worth $1.54M as of Q1 2026.
  • Arete Wealth Advisors sold 589 Williams Companies shares in Q1 2026, an estimated $40.8K.
  • Williams Companies made up 0.12% of Arete Wealth Advisors's portfolio in Q1 2026, its #179 holding.
  • Arete Wealth Advisors first reported a position in Williams Companies in Q4 2021 and has held it in 18 quarters since.
  • Arete Wealth Advisors's Williams Companies position peaked at $562M in Q4 2022.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.