CIA
WMB icon

Caerus Investment Advisors’s Williams Companies WMB Stock Holding History

Caerus Investment 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 		$341K Sell
4,682
-2,411
-34% -$167K 0.14% 147
2025
Q4 		$426K Sell
7,093
-3,312
-32% -$200K 0.14% 167
2025
Q3 		$659K Buy
+10,405
New +$611K 0.27% 78

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

Caerus Investment Advisors's WMB Position: Q1 2026 in Review

Caerus Investment Advisors reduced its Williams Companies (WMB) stake by 34% in Q1 2026, selling an estimated $167K and leaving 4,682 shares worth $341K. The position accounts for 0.14% of the portfolio, ranked #147.

Caerus Investment Advisors first reported a position in WMB in Q3 2025 and has held it in 3 quarters since. The position peaked at $659K in Q3 2025. 1,810 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Caerus Investment Advisors held 4,682 shares of Williams Companies worth $341K as of Q1 2026.
  • Caerus Investment Advisors sold 2,411 Williams Companies shares in Q1 2026, an estimated $167K.
  • Williams Companies made up 0.14% of Caerus Investment Advisors's portfolio in Q1 2026, its #147 holding.
  • Caerus Investment Advisors first reported a position in Williams Companies in Q3 2025 and has held it in 3 quarters since.
  • Caerus Investment Advisors's Williams Companies position peaked at $659K in Q3 2025.
  • 1,810 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.