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Aviso Financial’s Williams Companies WMB Stock Holding History

Aviso Financial’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 		$8.61M Buy
118,288
+5,001
+4% +$346K 0.31% 45
2025
Q4 		$6.81M Buy
113,287
+5,188
+5% +$314K 0.26% 53
2025
Q3 		$6.85M Buy
108,099
+6,517
+6% +$382K 0.28% 51
2025
Q2 		$6.38M Buy
101,582
+5,281
+5% +$312K 0.29% 50
2025
Q1 		$5.75M Buy
96,301
+7,826
+9% +$448K 0.28% 52
2024
Q4 		$4.79M Buy
88,475
+2,459
+3% +$133K 0.24% 58
2024
Q3 		$3.93M Buy
86,016
+6,223
+8% +$274K 0.19% 66
2024
Q2 		$3.39M Buy
+79,793
New +$3.2M 0.19% 68

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

Aviso Financial's WMB Position: Q1 2026 in Review

Aviso Financial increased its Williams Companies (WMB) stake by 4.4% in Q1 2026, buying an estimated $346K and bringing the position to 118,288 shares worth $8.61M. The position accounts for 0.31% of the portfolio, ranked #45.

Aviso Financial first reported a position in WMB in Q2 2024 and has held it in 8 quarters since. 1,808 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Aviso Financial held 118,288 shares of Williams Companies worth $8.61M as of Q1 2026.
  • Aviso Financial bought 5,001 Williams Companies shares in Q1 2026, an estimated $346K.
  • Williams Companies made up 0.31% of Aviso Financial's portfolio in Q1 2026, its #45 holding.
  • Aviso Financial first reported a position in Williams Companies in Q2 2024 and has held it in 8 quarters since.
  • 1,808 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.