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Bruce G. Allen Investments’s Williams Companies WMB Stock Holding History

Bruce G. Allen 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 		$34.6K Sell
476
-615
-56% -$42.6K 0.02% 328
2025
Q4 		$65.6K Sell
1,091
-86
-7% -$5.2K 0.04% 222
2025
Q3 		$74.6K Sell
1,177
-68
-5% -$3.99K 0.05% 202
2025
Q2 		$78.2K Buy
1,245
+70
+6% +$4.13K 0.06% 191
2025
Q1 		$70.2K Sell
1,175
-129
-10% -$7.38K 0.06% 190
2024
Q4 		$70.6K Sell
1,304
-911
-41% -$49.1K 0.06% 200
2024
Q3 		$101K Sell
2,215
-42
-2% -$1.85K 0.08% 154
2024
Q2 		$95.9K Sell
2,257
-325
-13% -$13K 0.08% 153
2024
Q1 		$101K Sell
2,582
-204
-7% -$7.25K 0.08% 156
2023
Q4 		$97K Buy
+2,786
New +$97.8K 0.09% 157

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

Bruce G. Allen Investments's WMB Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its Williams Companies (WMB) stake by 56% in Q1 2026, selling an estimated $42.6K and leaving 476 shares worth $34.6K. The position accounts for 0.02% of the portfolio, ranked #328.

Bruce G. Allen Investments first reported a position in WMB in Q4 2023 and has held it in 10 quarters since. The position peaked at $101K in Q3 2024. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Bruce G. Allen Investments held 476 shares of Williams Companies worth $34.6K as of Q1 2026.
  • Bruce G. Allen Investments sold 615 Williams Companies shares in Q1 2026, an estimated $42.6K.
  • Williams Companies made up 0.02% of Bruce G. Allen Investments's portfolio in Q1 2026, its #328 holding.
  • Bruce G. Allen Investments first reported a position in Williams Companies in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's Williams Companies position peaked at $101K in Q3 2024.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.