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Arkadios Wealth Advisors’s Williams Companies WMB Stock Holding History

Arkadios 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 		$9.58M Buy
131,590
+15,024
+13% +$1.04M 0.16% 151
2025
Q4 		$7.01M Buy
116,566
+18,380
+19% +$1.11M 0.14% 164
2025
Q3 		$6.22M Buy
98,186
+19,429
+25% +$1.14M 0.15% 158
2025
Q2 		$4.95M Buy
78,757
+16,609
+27% +$981K 0.15% 159
2025
Q1 		$3.71M Buy
62,148
+51,596
+489% +$2.95M 0.14% 171
2024
Q4 		$571K Sell
10,552
-9,451
-47% -$509K 0.03% 500
2024
Q3 		$913K Buy
20,003
+13,909
+228% +$611K 0.05% 348
2024
Q2 		$259K Buy
+6,094
New +$244K 0.02% 682
2022
Q1 		– Sell
-15,551
Closed -$405K – 637
2021
Q4 		$405K Sell
15,551
-28,761
-65% -$795K 0.05% 380
2021
Q3 		$1.15M Sell
44,312
-7,503
-14% -$189K 0.17% 142
2021
Q2 		$1.38M Buy
51,815
+4,333
+9% +$111K 0.17% 153
2021
Q1 		$1.12M Buy
47,482
+47,471
+431,555% +$1.08M 0.19% 138
2020
Q4 		$0 Sell
11
-8
-42% -$162 ﹤0.01% 1493
2020
Q3 		$366 Sell
19
-20
-51% -$407 ﹤0.01% 986
2020
Q2 		$744 Sell
39
-46
-54% -$856 ﹤0.01% 900
2020
Q1 		$1.2K Hold
85
– – ﹤0.01% 957
2019
Q4 		$1.84K Buy
+85
New +$1.95K ﹤0.01% 831

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

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

Arkadios Wealth Advisors increased its Williams Companies (WMB) stake by 13% in Q1 2026, buying an estimated $1.04M and bringing the position to 131,590 shares worth $9.58M. The position accounts for 0.16% of the portfolio, ranked #151.

Arkadios Wealth Advisors first reported a position in WMB in Q4 2019 and has held it in 17 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Arkadios Wealth Advisors held 131,590 shares of Williams Companies worth $9.58M as of Q1 2026.
  • Arkadios Wealth Advisors bought 15,024 Williams Companies shares in Q1 2026, an estimated $1.04M.
  • Williams Companies made up 0.16% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #151 holding.
  • Arkadios Wealth Advisors first reported a position in Williams Companies in Q4 2019 and has held it in 17 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

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