Cohen Investment Advisors’s Williams Companies WMB Stock Holding History

Cohen 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	$543K	Sell	7,460 -81	-1%	-$5.61K	0.26%	60
2025 Q4	$453K	Sell	7,541 -141	-2%	-$8.53K	0.21%	64
2025 Q3	$487K	Sell	7,682 -26	-0.3%	-$1.53K	0.24%	60
2025 Q2	$484K	Sell	7,708 -600	-7%	-$35.4K	0.25%	55
2025 Q1	$496K	Sell	8,308 -114	-1%	-$6.53K	0.29%	56
2024 Q4	$456K	Buy	8,422 +100	+1%	+$5.39K	0.27%	61
2024 Q3	$380K	Buy	+8,322	New	+$366K	0.23%	67

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

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

Cohen Investment Advisors reduced its Williams Companies (WMB) stake by 1.1% in Q1 2026, selling an estimated $5.61K and leaving 7,460 shares worth $543K. The position accounts for 0.26% of the portfolio, ranked #60.

Cohen Investment Advisors first reported a position in WMB in Q3 2024 and has held it in 7 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Cohen Investment Advisors held 7,460 shares of Williams Companies worth $543K as of Q1 2026.
Cohen Investment Advisors sold 81 Williams Companies shares in Q1 2026, an estimated $5.61K.
Williams Companies made up 0.26% of Cohen Investment Advisors's portfolio in Q1 2026, its #60 holding.
Cohen Investment Advisors first reported a position in Williams Companies in Q3 2024 and has held it in 7 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Cohen Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.