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Astoria Portfolio Advisors’s Williams Companies WMB Stock Holding History

Astoria Portfolio 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 		$524K Sell
7,312
-201
-3% -$13.9K 0.11% 130
2025
Q4 		$548K Sell
7,513
-753
-9% -$45.5K 0.12% 126
2025
Q3 		$525K Sell
8,266
-382
-4% -$22.4K 0.14% 131
2025
Q2 		$508K Buy
8,648
+260
+3% +$15.3K 0.14% 129
2025
Q1 		$491K Buy
8,388
+104
+1% +$5.95K 0.17% 114
2024
Q4 		$481K Buy
8,284
+25
+0.3% +$1.35K 0.17% 112
2024
Q3 		$417K Buy
8,259
+36
+0.4% +$1.58K 0.14% 116
2024
Q2 		$349K Sell
8,223
-353
-4% -$14.2K 0.12% 115
2024
Q1 		$325K Sell
8,576
-292
-3% -$10.4K 0.13% 117
2023
Q4 		$304K Buy
8,868
+455
+5% +$16K 0.12% 118
2023
Q3 		$291K Sell
8,413
-1,005
-11% -$34.3K 0.14% 123
2023
Q2 		$323K Sell
9,418
-449
-5% -$13.5K 0.12% 132
2023
Q1 		$293K Sell
9,867
-673
-6% -$20.8K 0.12% 141
2022
Q4 		$332K Sell
10,540
-187
-2% -$6.09K 0.16% 130
2022
Q3 		$307K Sell
10,727
-141
-1% -$4.59K 0.21% 110
2022
Q2 		$339K Buy
10,868
+122
+1% +$4.21K 0.25% 100
2022
Q1 		$359K Sell
10,746
-9,167
-46% -$280K 0.28% 79
2021
Q4 		$519K Buy
+19,913
New +$550K 0.41% 62

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

Astoria Portfolio Advisors's WMB Position: Q1 2026 in Review

Astoria Portfolio Advisors reduced its Williams Companies (WMB) stake by 2.7% in Q1 2026, selling an estimated $13.9K and leaving 7,312 shares worth $524K. The position accounts for 0.11% of the portfolio, ranked #130.

Astoria Portfolio Advisors first reported a position in WMB in Q4 2021 and has held it in 18 quarters since. The position peaked at $548K in Q4 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Astoria Portfolio Advisors held 7,312 shares of Williams Companies worth $524K as of Q1 2026.
  • Astoria Portfolio Advisors sold 201 Williams Companies shares in Q1 2026, an estimated $13.9K.
  • Williams Companies made up 0.11% of Astoria Portfolio Advisors's portfolio in Q1 2026, its #130 holding.
  • Astoria Portfolio Advisors first reported a position in Williams Companies in Q4 2021 and has held it in 18 quarters since.
  • Astoria Portfolio Advisors's Williams Companies position peaked at $548K in Q4 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.