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Bell & Brown Wealth Advisors’s Williams Companies WMB Stock Holding History

Bell & Brown Wealth Advisors’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 		$3.69M Sell
50,741
-440
-0.9% -$30.5K 1.2% 34
2025
Q4 		$3.08M Sell
51,181
-650
-1% -$39.3K 0.99% 38
2025
Q3 		$3.45M Buy
51,831
+575
+1% +$33.7K 1.13% 34
2025
Q2 		$3.21M Sell
51,256
-100
-0.2% -$5.9K 1.15% 34
2025
Q1 		$3.07M Buy
51,356
+2,957
+6% +$169K 1.2% 36
2024
Q4 		$2.62M Buy
48,399
+254
+0.5% +$13.7K 0.97% 40
2024
Q3 		$2.2M Sell
48,145
-822
-2% -$36.1K 0.86% 44
2024
Q2 		$2.08M Sell
48,967
-2,050
-4% -$82.2K 0.8% 44
2024
Q1 		$1.99M Sell
51,017
-323
-0.6% -$11.5K 0.85% 44
2023
Q4 		$1.79M Buy
+51,340
New +$1.8M 0.83% 45
2023
Q2 		$1.67M Buy
51,318
+1,150
+2% +$34.5K 0.84% 47
2023
Q1 		$1.5M Sell
50,168
-1,722
-3% -$53.2K 0.8% 47
2022
Q4 		$1.71M Sell
51,890
-1,848
-3% -$60.2K 0.94% 47
2022
Q3 		$1.54M Buy
53,738
+1,850
+4% +$60.3K 0.95% 45
2022
Q2 		$1.62M Sell
51,888
-2,125
-4% -$73.4K 0.87% 48
2022
Q1 		$1.8M Sell
54,013
-400
-0.7% -$12.2K 0.82% 47
2021
Q4 		$1.66M Sell
54,413
-524
-1% -$14.5K 0.8% 47
2021
Q3 		$1.43M Buy
+54,937
New +$1.38M 0.77% 50
2020
Q3 		$493K Buy
25,124
+2,407
+11% +$49K 0.36% 56
2020
Q2 		$491K Buy
22,717
+1,200
+6% +$22.3K 0.38% 57
2020
Q1 		$417K Sell
21,517
-596
-3% -$11.5K 0.39% 58
2019
Q4 		$526K Sell
22,113
-684
-3% -$15.7K 0.39% 64
2019
Q3 		$542K Sell
22,797
-298
-1% -$7.51K 0.45% 60
2019
Q2 		$648K Buy
23,095
+1,494
+7% +$41.5K 0.57% 55
2019
Q1 		$620K Sell
21,601
-1,989
-8% -$53.3K 0.57% 56
2018
Q4 		$520K Sell
23,590
-2,560
-10% -$64K 0.56% 58
2018
Q3 		$636K Buy
+26,150
New +$759K 0.59% 59

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

Bell & Brown Wealth Advisors's WMB Position: Q1 2026 in Review

Bell & Brown Wealth Advisors reduced its Williams Companies (WMB) stake by 0.86% in Q1 2026, selling an estimated $30.5K and leaving 50,741 shares worth $3.69M. The position accounts for 1.2% of the portfolio, ranked #34.

Bell & Brown Wealth Advisors first reported a position in WMB in Q3 2018 and has held it in 27 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Bell & Brown Wealth Advisors held 50,741 shares of Williams Companies worth $3.69M as of Q1 2026.
  • Bell & Brown Wealth Advisors sold 440 Williams Companies shares in Q1 2026, an estimated $30.5K.
  • Williams Companies made up 1.2% of Bell & Brown Wealth Advisors's portfolio in Q1 2026, its #34 holding.
  • Bell & Brown Wealth Advisors first reported a position in Williams Companies in Q3 2018 and has held it in 27 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.