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Avion Wealth’s Williams Companies WMB Stock Holding History

Avion Wealth’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 		$53K Buy
735
+7
+1% +$485 0.01% 204
2025
Q4 		$43K Sell
728
-1
-0.1% -$60 0.01% 223
2025
Q3 		$46K Sell
729
-61
-8% -$3.58K 0.01% 229
2025
Q2 		$49K Buy
790
+96
+14% +$5.67K 0.01% 207
2025
Q1 		$37K Hold
694
– – 0.01% 222
2024
Q4 		$37K Buy
694
+19
+3% +$1.02K 0.01% 221
2024
Q3 		$30K Buy
675
+500
+286% +$22K 0.01% 218
2024
Q2 		$7K Buy
175
+50
+40% +$2.01K ﹤0.01% 417
2024
Q1 		$5K Buy
125
+44
+54% +$1.56K ﹤0.01% 481
2023
Q4 		$3K Hold
81
– – ﹤0.01% 516
2023
Q3 		$2K Buy
81
+4
+5% +$137 ﹤0.01% 540
2023
Q2 		$2K Buy
77
+32
+71% +$960 ﹤0.01% 510
2023
Q1 		$1K Buy
+45
New +$1.39K ﹤0.01% 497
2020
Q2 		– Sell
-966
Closed -$14K – 309
2020
Q1 		$14K Buy
+966
New +$18.7K 0.01% 145

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

Avion Wealth's WMB Position: Q1 2026 in Review

Avion Wealth increased its Williams Companies (WMB) stake by 0.96% in Q1 2026, buying an estimated $485 and bringing the position to 735 shares worth $53K. The position accounts for 0.01% of the portfolio, ranked #204.

Avion Wealth first reported a position in WMB in Q1 2020 and has held it in 14 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Avion Wealth held 735 shares of Williams Companies worth $53K as of Q1 2026.
  • Avion Wealth bought 7 Williams Companies shares in Q1 2026, an estimated $485.
  • Williams Companies made up 0.01% of Avion Wealth's portfolio in Q1 2026, its #204 holding.
  • Avion Wealth first reported a position in Williams Companies in Q1 2020 and has held it in 14 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.