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Avantax Planning Partners’s Williams Companies WMB Stock Holding History

Avantax Planning Partners’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 		$456K Sell
6,262
-935
-13% -$64.7K 0.01% 290
2025
Q4 		$433K Buy
7,197
+1
+0% +$60 0.01% 299
2025
Q3 		$456K Sell
7,196
-35
-0.5% -$2.05K 0.01% 284
2025
Q2 		$454K Sell
7,231
-320
-4% -$18.9K 0.01% 278
2025
Q1 		$451K Buy
7,551
+612
+9% +$35K 0.02% 273
2024
Q4 		$376K Sell
6,939
-1,926
-22% -$104K 0.01% 294
2024
Q3 		$405K Sell
8,865
-1,215
-12% -$53.4K 0.01% 287
2024
Q2 		$428K Sell
10,080
-780
-7% -$31.3K 0.01% 307
2024
Q1 		$423K Buy
10,860
+2,631
+32% +$93.5K 0.01% 309
2023
Q4 		$287K Sell
8,229
-204
-2% -$7.16K 0.01% 303
2023
Q3 		$284K Sell
8,433
-962
-10% -$32.8K 0.01% 292
2023
Q2 		$307K Buy
9,395
+304
+3% +$9.12K 0.01% 292
2023
Q1 		$271K Sell
9,091
-94
-1% -$2.9K 0.01% 315
2022
Q4 		$302K Buy
9,185
+492
+6% +$16K 0.01% 297
2022
Q3 		$249K Sell
8,693
-1,990
-19% -$64.8K 0.01% 298
2022
Q2 		$333K Sell
10,683
-588
-5% -$20.3K 0.01% 260
2022
Q1 		$377K Buy
11,271
+2
+0% +$61 0.02% 252
2021
Q4 		$293K Sell
11,269
-34
-0.3% -$940 0.01% 278
2021
Q3 		$293K Sell
11,303
-59
-0.5% -$1.49K 0.01% 258
2021
Q2 		$302K Buy
11,362
+1,797
+19% +$46K 0.01% 254
2021
Q1 		$227K Buy
+9,565
New +$217K 0.01% 278
2020
Q4 		– Sell
-12,291
Closed -$242K – 313
2020
Q3 		$242K Sell
12,291
-2,504
-17% -$51K 0.01% 257
2020
Q2 		$281K Sell
14,795
-2,427
-14% -$45.2K 0.02% 224
2020
Q1 		$244K Buy
17,222
+8,554
+99% +$166K 0.02% 228
2019
Q4 		$206K Sell
8,668
-818
-9% -$18.7K 0.01% 290
2019
Q3 		$228K Sell
9,486
-133
-1% -$3.35K 0.01% 277
2019
Q2 		$274K Sell
9,619
-785
-8% -$21.8K 0.02% 242
2019
Q1 		$299K Buy
10,404
+402
+4% +$10.8K 0.02% 230
2018
Q4 		$221K Buy
10,002
+5,489
+122% +$137K 0.02% 243
2018
Q3 		$123K Buy
+4,513
New +$131K 0.01% 307
2018
Q2 		– Sell
-11,070
Closed -$275K – 1486
2018
Q1 		$275K Sell
11,070
-412
-4% -$12.2K 0.02% 244
2017
Q4 		$350K Sell
11,482
-5,244
-31% -$153K 0.03% 211
2017
Q3 		$502K Buy
16,726
+1,929
+13% +$58.7K 0.04% 208
2017
Q2 		$448K Buy
14,797
+582
+4% +$17.3K 0.04% 203
2017
Q1 		$421K Buy
14,215
+619
+5% +$17.9K 0.04% 200
2016
Q4 		$423K Buy
+13,596
New +$410K 0.05% 184

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

Avantax Planning Partners's WMB Position: Q1 2026 in Review

Avantax Planning Partners reduced its Williams Companies (WMB) stake by 13% in Q1 2026, selling an estimated $64.7K and leaving 6,262 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #290.

Avantax Planning Partners first reported a position in WMB in Q4 2016 and has held it in 36 quarters since. The position peaked at $502K in Q3 2017. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Avantax Planning Partners held 6,262 shares of Williams Companies worth $456K as of Q1 2026.
  • Avantax Planning Partners sold 935 Williams Companies shares in Q1 2026, an estimated $64.7K.
  • Williams Companies made up 0.01% of Avantax Planning Partners's portfolio in Q1 2026, its #290 holding.
  • Avantax Planning Partners first reported a position in Williams Companies in Q4 2016 and has held it in 36 quarters since.
  • Avantax Planning Partners's Williams Companies position peaked at $502K in Q3 2017.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.