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AXS Investments’s Williams Companies WMB Stock Holding History

AXS Investments’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 		$40.3K Sell
554
-247
-31% -$17.1K 0.02% 164
2025
Q4 		$48.1K Sell
801
-145
-15% -$8.77K 0.02% 173
2025
Q3 		$59.9K Buy
+946
New +$55.5K 0.02% 168
2023
Q3 		– Sell
-499
Closed -$16.3K – 479
2023
Q2 		$16.3K Sell
499
-205
-29% -$6.15K ﹤0.01% 383
2023
Q1 		$21K Sell
704
-10
-1% -$309 0.01% 348
2022
Q4 		$23.5K Buy
+714
New +$23.2K 0.01% 319

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

AXS Investments's WMB Position: Q1 2026 in Review

AXS Investments reduced its Williams Companies (WMB) stake by 31% in Q1 2026, selling an estimated $17.1K and leaving 554 shares worth $40.3K. The position accounts for 0.02% of the portfolio, ranked #164.

AXS Investments first reported a position in WMB in Q4 2022 and has held it in 6 quarters since. The position peaked at $59.9K in Q3 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • AXS Investments held 554 shares of Williams Companies worth $40.3K as of Q1 2026.
  • AXS Investments sold 247 Williams Companies shares in Q1 2026, an estimated $17.1K.
  • Williams Companies made up 0.02% of AXS Investments's portfolio in Q1 2026, its #164 holding.
  • AXS Investments first reported a position in Williams Companies in Q4 2022 and has held it in 6 quarters since.
  • AXS Investments's Williams Companies position peaked at $59.9K in Q3 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on AXS Investments's 13F filing for Q1 2026, filed 6 May 2026.