Baker Avenue Asset Management’s Williams Companies WMB Stock Holding History

Baker Avenue Asset Management’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	$1.09M	Sell	14,935 -1,933	-11%	-$134K	0.02%	271
2025 Q4	$1.01M	Sell	16,868 -2,831	-14%	-$171K	0.02%	262
2025 Q3	$1.25M	Buy	19,699 +467	+2%	+$27.4K	0.03%	237
2025 Q2	$1.21M	Buy	+19,232	New	+$1.14M	0.03%	230
2023 Q4	–	Sell	-284	Closed	-$9.56K	–	1507
2023 Q3	$9.56K	Buy	284 +8	+3%	+$273	﹤0.01%	779
2023 Q2	$9.01K	Hold	276	–	–	﹤0.01%	753
2023 Q1	$8.24K	Hold	276	–	–	﹤0.01%	789
2022 Q4	$9.08K	Buy	+276	New	+$8.98K	﹤0.01%	724
2015 Q2	–	Sell	-8,310	Closed	-$420K	–	276
2015 Q1	$420K	Buy	8,310 +917	+12%	+$42.5K	0.06%	168
2014 Q4	$332K	Buy	7,393 +441	+6%	+$22.5K	0.05%	202
2014 Q3	$385K	Sell	6,952 -1,598	-19%	-$91.8K	0.05%	186
2014 Q2	$498K	Buy	+8,550	New	+$396K	0.07%	164
2014 Q1	–	Sell	-5,650	Closed	-$218K	–	268
2013 Q4	$218K	Buy	+5,650	New	+$203K	0.04%	222

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baker Avenue Asset Management's WMB Position: Q1 2026 in Review

Baker Avenue Asset Management reduced its Williams Companies (WMB) stake by 11% in Q1 2026, selling an estimated $134K and leaving 14,935 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #271.

Baker Avenue Asset Management first reported a position in WMB in Q4 2013 and has held it in 13 quarters since. The position peaked at $1.25M in Q3 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Baker Avenue Asset Management held 14,935 shares of Williams Companies worth $1.09M as of Q1 2026.
Baker Avenue Asset Management sold 1,933 Williams Companies shares in Q1 2026, an estimated $134K.
Williams Companies made up 0.02% of Baker Avenue Asset Management's portfolio in Q1 2026, its #271 holding.
Baker Avenue Asset Management first reported a position in Williams Companies in Q4 2013 and has held it in 13 quarters since.
Baker Avenue Asset Management's Williams Companies position peaked at $1.25M in Q3 2025.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.