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Concurrent Investment Advisors’s Williams Companies WMB Stock Holding History

Concurrent 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 		$3.19M Buy
43,814
+1,951
+5% +$135K 0.03% 473
2025
Q4 		$2.52M Buy
41,863
+5,162
+14% +$312K 0.03% 503
2025
Q3 		$2.33M Sell
36,701
-3,545
-9% -$208K 0.04% 425
2025
Q2 		$2.53M Buy
40,246
+7,464
+23% +$441K 0.05% 373
2025
Q1 		$1.96M Buy
32,782
+2,315
+8% +$133K 0.05% 369
2024
Q4 		$1.65M Buy
30,467
+1,918
+7% +$103K 0.04% 372
2024
Q3 		$1.3M Buy
28,549
+10,374
+57% +$456K 0.04% 412
2024
Q2 		$772K Buy
18,175
+5,448
+43% +$219K 0.03% 493
2024
Q1 		$496K Buy
12,727
+140
+1% +$4.97K 0.02% 553
2023
Q4 		$438K Buy
+12,587
New +$442K 0.02% 523

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

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

Concurrent Investment Advisors increased its Williams Companies (WMB) stake by 4.7% in Q1 2026, buying an estimated $135K and bringing the position to 43,814 shares worth $3.19M. The position accounts for 0.03% of the portfolio, ranked #473.

Concurrent Investment Advisors first reported a position in WMB in Q4 2023 and has held it in 10 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Concurrent Investment Advisors held 43,814 shares of Williams Companies worth $3.19M as of Q1 2026.
  • Concurrent Investment Advisors bought 1,951 Williams Companies shares in Q1 2026, an estimated $135K.
  • Williams Companies made up 0.03% of Concurrent Investment Advisors's portfolio in Q1 2026, its #473 holding.
  • Concurrent Investment Advisors first reported a position in Williams Companies in Q4 2023 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 Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.