Diversify Advisory Services’s Williams Companies WMB Stock Holding History

Diversify Advisory Services’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	$394K	Sell	5,377 -31,640	-85%	-$2.19M	0.06%	135
2025 Q4	$2.28M	Sell	37,017 -1,965	-5%	-$119K	0.07%	207
2025 Q3	$2.3M	Buy	38,982 +403	+1%	+$23.6K	0.08%	191
2025 Q2	$2.23M	Buy	38,579 +13,367	+53%	+$789K	0.09%	173
2025 Q1	$1.5M	Buy	25,212 +1,561	+7%	+$89.4K	0.09%	153
2024 Q4	$1.31M	Buy	23,651 +136	+0.6%	+$7.33K	0.07%	193
2024 Q3	$1.23M	Buy	23,515 +125	+0.5%	+$5.5K	0.07%	224
2024 Q2	$991K	Sell	23,390 -11,178	-32%	-$448K	0.05%	246
2024 Q1	$1.34M	Buy	+34,568	New	+$1.23M	0.08%	200

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

Diversify Advisory Services's WMB Position: Q1 2026 in Review

Diversify Advisory Services reduced its Williams Companies (WMB) stake by 85% in Q1 2026, selling an estimated $2.19M and leaving 5,377 shares worth $394K. The position accounts for 0.06% of the portfolio, ranked #135.

Diversify Advisory Services first reported a position in WMB in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.3M in Q3 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Diversify Advisory Services held 5,377 shares of Williams Companies worth $394K as of Q1 2026.
Diversify Advisory Services sold 31,640 Williams Companies shares in Q1 2026, an estimated $2.19M.
Williams Companies made up 0.06% of Diversify Advisory Services's portfolio in Q1 2026, its #135 holding.
Diversify Advisory Services first reported a position in Williams Companies in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's Williams Companies position peaked at $2.3M in Q3 2025.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.