Cetera Investment Advisers
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Cetera Investment Advisers’s Williams Companies WMB Stock Holding History

Cetera Investment Advisers’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 		$55.9M Sell
768,733
-45,758
-6% -$3.17M 0.06% 336
2025
Q4 		$49M Buy
814,491
+38,434
+5% +$2.32M 0.05% 355
2025
Q3 		$49.2M Buy
776,057
+84,907
+12% +$4.98M 0.06% 325
2025
Q2 		$43.4M Buy
691,150
+31,927
+5% +$1.88M 0.07% 269
2025
Q1 		$39.4M Buy
659,223
+73,988
+13% +$4.24M 0.08% 267
2024
Q4 		$31.7M Sell
585,235
-20,587
-3% -$1.11M 0.07% 296
2024
Q3 		$27.7M Buy
605,822
+14,122
+2% +$621K 0.06% 322
2024
Q2 		$25.1M Sell
591,700
-46,420
-7% -$1.86M 0.06% 327
2024
Q1 		$24.9M Buy
638,120
+410,705
+181% +$14.6M 0.06% 320
2023
Q4 		$7.92M Sell
227,415
-17,277
-7% -$606K 0.06% 287
2023
Q3 		$8.24M Buy
244,692
+43,178
+21% +$1.47M 0.07% 264
2023
Q2 		$6.58M Buy
201,514
+13,834
+7% +$415K 0.06% 327
2023
Q1 		$5.6M Buy
187,680
+44,920
+31% +$1.39M 0.05% 357
2022
Q4 		$4.7M Buy
142,760
+67,152
+89% +$2.19M 0.04% 405
2022
Q3 		$2.17M Sell
75,608
-27,179
-26% -$885K 0.04% 428
2022
Q2 		$3.21M Buy
102,787
+4,110
+4% +$142K 0.05% 368
2022
Q1 		$3.3M Buy
98,677
+29,625
+43% +$905K 0.05% 397
2021
Q4 		$1.8M Buy
69,052
+5,525
+9% +$153K 0.03% 591
2021
Q3 		$1.65M Buy
63,527
+359
+0.6% +$9.04K 0.03% 583
2021
Q2 		$1.68M Buy
63,168
+27,845
+79% +$713K 0.03% 576
2021
Q1 		$837K Sell
35,323
-3,169
-8% -$72K 0.02% 744
2020
Q4 		$772K Buy
+38,492
New +$780K 0.02% 769

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

Cetera Investment Advisers's WMB Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Williams Companies (WMB) stake by 5.6% in Q1 2026, selling an estimated $3.17M and leaving 768,733 shares worth $55.9M. The position accounts for 0.06% of the portfolio, ranked #336.

Cetera Investment Advisers first reported a position in WMB in Q4 2020 and has held it in 22 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Cetera Investment Advisers held 768,733 shares of Williams Companies worth $55.9M as of Q1 2026.
  • Cetera Investment Advisers sold 45,758 Williams Companies shares in Q1 2026, an estimated $3.17M.
  • Williams Companies made up 0.06% of Cetera Investment Advisers's portfolio in Q1 2026, its #336 holding.
  • Cetera Investment Advisers first reported a position in Williams Companies in Q4 2020 and has held it in 22 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.