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Csenge Advisory Group’s Williams Companies WMB Stock Holding History

Csenge Advisory Group’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 		$4.75M Sell
65,220
-8,583
-12% -$594K 0.22% 92
2025
Q4 		$4.44M Buy
73,803
+7,729
+12% +$467K 0.2% 100
2025
Q3 		$4.19M Buy
66,074
+13,907
+27% +$816K 0.2% 94
2025
Q2 		$3.16M Buy
52,167
+2,526
+5% +$149K 0.17% 109
2025
Q1 		$2.91M Sell
49,641
-6,456
-12% -$370K 0.17% 115
2024
Q4 		$3.04M Buy
56,097
+5,614
+11% +$303K 0.16% 112
2024
Q3 		$2.55M Buy
50,483
+7,212
+17% +$317K 0.13% 125
2024
Q2 		$1.84M Sell
43,271
-3,348
-7% -$134K 0.1% 148
2024
Q1 		$1.82M Buy
46,619
+877
+2% +$31.2K 0.1% 157
2023
Q4 		$1.59M Sell
45,742
-4,152
-8% -$146K 0.1% 172
2023
Q3 		$1.68M Buy
49,894
+11,741
+31% +$401K 0.11% 152
2023
Q2 		$1.24M Buy
38,153
+6,307
+20% +$189K 0.08% 182
2023
Q1 		$951K Sell
31,846
-11,757
-27% -$363K 0.07% 219
2022
Q4 		$1.43M Buy
43,603
+1,511
+4% +$49.2K 0.11% 160
2022
Q3 		$1.21M Sell
42,092
-4,353
-9% -$142K 0.1% 176
2022
Q2 		$1.45M Buy
46,445
+1,683
+4% +$58.1K 0.12% 160
2022
Q1 		$1.5M Buy
44,762
+20,724
+86% +$633K 0.12% 152
2021
Q4 		$644K Sell
24,038
-10,502
-30% -$290K 0.06% 284
2021
Q3 		$912K Buy
34,540
+10,502
+44% +$264K 0.08% 237
2021
Q2 		$644K Buy
24,038
+3,420
+17% +$87.6K 0.06% 285
2021
Q1 		$487K Buy
+20,618
New +$468K 0.05% 282
2018
Q4 		– Sell
-57
Closed -$1K – 1497
2018
Q3 		$1K Buy
+57
New +$1.65K ﹤0.01% 944

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

Csenge Advisory Group's WMB Position: Q1 2026 in Review

Csenge Advisory Group reduced its Williams Companies (WMB) stake by 12% in Q1 2026, selling an estimated $594K and leaving 65,220 shares worth $4.75M. The position accounts for 0.22% of the portfolio, ranked #92.

Csenge Advisory Group first reported a position in WMB in Q3 2018 and has held it in 22 quarters since. 1,808 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Csenge Advisory Group held 65,220 shares of Williams Companies worth $4.75M as of Q1 2026.
  • Csenge Advisory Group sold 8,583 Williams Companies shares in Q1 2026, an estimated $594K.
  • Williams Companies made up 0.22% of Csenge Advisory Group's portfolio in Q1 2026, its #92 holding.
  • Csenge Advisory Group first reported a position in Williams Companies in Q3 2018 and has held it in 22 quarters since.
  • 1,808 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.