C
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
Q1 		$41K Sell
552
-140
-20% -$9.69K 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% -$8.81K 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 $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

Covestor's WMB Position: Q1 2026 in Review

Covestor reduced its Williams Companies (WMB) stake by 20% in Q1 2026, selling an estimated $9.69K and leaving 552 shares worth $41K. The position accounts for 0.03% of the portfolio, ranked #819.

Covestor first reported a position in WMB in Q4 2021 and has held it in 18 quarters since. The position peaked at $260K in Q1 2022. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Covestor held 552 shares of Williams Companies worth $41K as of Q1 2026.
  • Covestor sold 140 Williams Companies shares in Q1 2026, an estimated $9.69K.
  • Williams Companies made up 0.03% of Covestor's portfolio in Q1 2026, its #819 holding.
  • Covestor first reported a position in Williams Companies in Q4 2021 and has held it in 18 quarters since.
  • Covestor's Williams Companies position peaked at $260K in Q1 2022.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.