AWE
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Avidian Wealth Enterprises’s Williams Companies WMB Stock Holding History

Avidian Wealth Enterprises’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 		$4.27M Buy
58,723
+42,679
+266% +$2.95M 0.14% 111
2025
Q4 		$964K Sell
16,044
-520
-3% -$31.4K 0.04% 234
2025
Q3 		$1.05M Sell
16,564
-68
-0.4% -$3.99K 0.04% 214
2025
Q2 		$1.04M Sell
16,632
-789
-5% -$46.6K 0.04% 196
2025
Q1 		$1.04M Buy
17,421
+613
+4% +$35.1K 0.05% 194
2024
Q4 		$910K Sell
16,808
-587
-3% -$31.6K 0.04% 201
2024
Q3 		$794K Buy
17,395
+527
+3% +$23.2K 0.04% 220
2024
Q2 		$717K Sell
16,868
-276
-2% -$11.1K 0.03% 231
2024
Q1 		$668K Buy
17,144
+251
+1% +$8.92K 0.03% 218
2023
Q4 		$588K Buy
16,893
+1,292
+8% +$45.3K 0.04% 236
2023
Q3 		$526K Sell
15,601
-769
-5% -$26.2K 0.04% 245
2023
Q2 		$534K Sell
16,370
-27,271
-62% -$818K 0.04% 257
2023
Q1 		$1.3M Sell
43,641
-2,737
-6% -$84.5K 0.07% 171
2022
Q4 		$1.53M Buy
46,378
+25,042
+117% +$815K 0.1% 137
2022
Q3 		$611K Buy
21,336
+5,044
+31% +$164K 0.04% 206
2022
Q2 		$508K Buy
16,292
+380
+2% +$13.1K 0.04% 264
2022
Q1 		$532K Sell
15,912
-7,488
-32% -$229K 0.03% 287
2021
Q4 		$609K Buy
23,400
+7,800
+50% +$216K 0.04% 267
2021
Q3 		$405K Buy
15,600
+2
+0% +$50 0.03% 247
2021
Q2 		$414K Buy
15,598
+2,103
+16% +$53.8K 0.03% 258
2021
Q1 		$320K Sell
13,495
-4
-0% -$91 0.03% 280
2020
Q4 		$271K Sell
13,499
-746
-5% -$15.1K 0.03% 267
2020
Q3 		$280K Sell
14,245
-178
-1% -$3.62K 0.03% 226
2020
Q2 		$274K Buy
14,423
+66
+0.5% +$1.23K 0.04% 210
2020
Q1 		$203K Buy
+14,357
New +$278K 0.03% 194

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

Avidian Wealth Enterprises's WMB Position: Q1 2026 in Review

Avidian Wealth Enterprises increased its Williams Companies (WMB) stake by 266% in Q1 2026, buying an estimated $2.95M and bringing the position to 58,723 shares worth $4.27M. The position accounts for 0.14% of the portfolio, ranked #111.

Avidian Wealth Enterprises first reported a position in WMB in Q1 2020 and has held it in 25 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Avidian Wealth Enterprises held 58,723 shares of Williams Companies worth $4.27M as of Q1 2026.
  • Avidian Wealth Enterprises bought 42,679 Williams Companies shares in Q1 2026, an estimated $2.95M.
  • Williams Companies made up 0.14% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #111 holding.
  • Avidian Wealth Enterprises first reported a position in Williams Companies in Q1 2020 and has held it in 25 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.