Covestor
WMB icon

Covestor’s Williams Companies WMB Stock Holding History

Covestor’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
Q3 		$40K Buy
593
+35
+6% +$2.55K 0.03% 859
2026
Q2 		$42K Buy
558
+6
+1% +$442 0.02% 889
2026
Q1 		$41K Sell
552
-140
-20% -$9.7K 0.03% 819
2025
Q4 		$42K Sell
692
-5
-0.7% -$302 0.02% 979
2025
Q3 		$44K Buy
697
+5
+0.7% +$293 0.02% 970
2025
Q2 		$43K Sell
692
-544
-44% -$32.1K 0.03% 955
2025
Q1 		$74K Sell
1,236
-154
-11% -$8.82K 0.05% 668
2024
Q4 		$75K Buy
1,390
+64
+5% +$3.45K 0.05% 677
2024
Q3 		$61K Sell
1,326
-21
-2% -$923 0.04% 799
2024
Q2 		$58K Sell
1,347
-322
-19% -$12.9K 0.04% 794
2024
Q1 		$65K Sell
1,669
-977
-37% -$34.7K 0.04% 775
2023
Q4 		$92K Sell
2,646
-212
-7% -$7.44K 0.06% 552
2023
Q3 		$96K Sell
2,858
-58
-2% -$1.98K 0.07% 443
2023
Q2 		$95K Buy
2,916
+197
+7% +$5.91K 0.07% 479
2023
Q1 		$81K Sell
2,719
-834
-23% -$25.8K 0.07% 500
2022
Q4 		$116K Buy
3,553
+46
+1% +$1.5K 0.09% 324
2022
Q3 		$101K Sell
3,507
-1,412
-29% -$46K 0.09% 346
2022
Q2 		$154K Sell
4,919
-2,877
-37% -$99.3K 0.12% 196
2022
Q1 		$260K Buy
7,796
+5,791
+289% +$177K 0.17% 84
2021
Q4 		$52K Buy
+2,005
New +$55.4K 0.07% 519

Other funds holding WMB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Covestor's WMB Position: Q3 2026 in Review

Covestor increased its Williams Companies (WMB) stake by 6.3% in Q3 2026, buying an estimated $2.55K and bringing the position to 593 shares worth $40K. The position accounts for 0.03% of the portfolio, ranked #859.

Covestor first reported a position in WMB in Q4 2021 and has held it in 20 quarters since. The position peaked at $260K in Q1 2022. 1,520 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Covestor held 593 shares of Williams Companies worth $40K as of Q3 2026.
  • Covestor bought 35 Williams Companies shares in Q3 2026, an estimated $2.55K.
  • Williams Companies made up 0.03% of Covestor's portfolio in Q3 2026, its #859 holding.
  • Covestor first reported a position in Williams Companies in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Williams Companies position peaked at $260K in Q1 2022.
  • 1,520 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.