Colonial Trust Advisors’s Williams Companies WMB Stock Holding History

Colonial Trust 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	$2.81M	Buy	38,585 +2,966	+8%	+$205K	0.22%	89
2025 Q4	$2.14M	Buy	35,619 +4,858	+16%	+$294K	0.16%	96
2025 Q3	$1.95M	Buy	30,761 +20,867	+211%	+$1.22M	0.15%	102
2025 Q2	$621K	Buy	+9,894	New	+$584K	0.05%	134
2024 Q2	–	Sell	-422	Closed	-$16.4K	–	1027
2024 Q1	$16.4K	Buy	422 +282	+201%	+$10K	﹤0.01%	511
2023 Q4	$4.88K	Sell	140 -1	-0.7%	-$35	﹤0.01%	610
2023 Q3	$4.75K	Hold	141	–	–	﹤0.01%	618
2023 Q2	$4.6K	Hold	141	–	–	﹤0.01%	646
2023 Q1	$4.21K	Sell	141 -3	-2%	-$93	﹤0.01%	642
2022 Q4	$4.74K	Buy	+144	New	+$4.69K	﹤0.01%	626

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

Colonial Trust Advisors's WMB Position: Q1 2026 in Review

Colonial Trust Advisors increased its Williams Companies (WMB) stake by 8.3% in Q1 2026, buying an estimated $205K and bringing the position to 38,585 shares worth $2.81M. The position accounts for 0.22% of the portfolio, ranked #89.

Colonial Trust Advisors first reported a position in WMB in Q4 2022 and has held it in 10 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Colonial Trust Advisors held 38,585 shares of Williams Companies worth $2.81M as of Q1 2026.
Colonial Trust Advisors bought 2,966 Williams Companies shares in Q1 2026, an estimated $205K.
Williams Companies made up 0.22% of Colonial Trust Advisors's portfolio in Q1 2026, its #89 holding.
Colonial Trust Advisors first reported a position in Williams Companies in Q4 2022 and has held it in 10 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.