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E&G Advisors’s Williams Companies WMB Stock Holding History

E&G 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 		$250K Buy
3,440
+88
+3% +$6.09K 0.06% 205
2025
Q4 		$201K Hold
3,352
– – 0.05% 223
2025
Q3 		$212K Buy
3,352
+6
+0.2% +$352 0.05% 211
2025
Q2 		$210K Buy
+3,346
New +$198K 0.05% 197
2020
Q1 		– Sell
-11,346
Closed -$269K – 189
2019
Q4 		$269K Sell
11,346
-608
-5% -$13.9K 0.1% 172
2019
Q3 		$288K Sell
11,954
-250
-2% -$6.3K 0.12% 155
2019
Q2 		$342K Sell
12,204
-6,000
-33% -$167K 0.15% 137
2019
Q1 		$523K Sell
18,204
-1,500
-8% -$40.2K 0.23% 104
2018
Q4 		$434K Sell
19,704
-1,000
-5% -$25K 0.2% 129
2018
Q3 		$563K Sell
20,704
-4,596
-18% -$133K 0.21% 122
2018
Q2 		$686K Sell
25,300
-211
-0.8% -$5.56K 0.29% 88
2018
Q1 		$634K Buy
25,511
+2
+0% +$59 0.27% 90
2017
Q4 		$778K Sell
25,509
-998
-4% -$29K 0.33% 67
2017
Q3 		$795K Buy
26,507
+2,002
+8% +$60.9K 0.36% 64
2017
Q2 		$742K Buy
24,505
+5,702
+30% +$170K 0.36% 65
2017
Q1 		$556K Buy
+18,803
New +$544K 0.29% 83
2016
Q1 		– Sell
-37,079
Closed -$953K – 105
2015
Q4 		$953K Sell
37,079
-1,124
-3% -$39.3K 0.57% 45
2015
Q3 		$1.41M Hold
38,203
– – 0.9% 30
2015
Q2 		$2.19M Sell
38,203
-94
-0.2% -$4.84K 1.28% 21
2015
Q1 		$1.94M Sell
38,297
-493
-1% -$22.9K 1.14% 23
2014
Q4 		$1.74M Sell
38,790
-4,043
-9% -$207K 1.13% 24
2014
Q3 		$2.37M Buy
42,833
+8,010
+23% +$460K 1.52% 18
2014
Q2 		$2.03M Buy
34,823
+4,906
+16% +$227K 1.31% 22
2014
Q1 		$1.21M Sell
29,917
-10,601
-26% -$429K 0.96% 34
2013
Q4 		$1.56M Buy
+40,518
New +$1.46M 1.46% 21

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

E&G Advisors's WMB Position: Q1 2026 in Review

E&G Advisors increased its Williams Companies (WMB) stake by 2.6% in Q1 2026, buying an estimated $6.09K and bringing the position to 3,440 shares worth $250K. The position accounts for 0.06% of the portfolio, ranked #205.

E&G Advisors first reported a position in WMB in Q4 2013 and has held it in 25 quarters since. The position peaked at $2.37M in Q3 2014. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • E&G Advisors held 3,440 shares of Williams Companies worth $250K as of Q1 2026.
  • E&G Advisors bought 88 Williams Companies shares in Q1 2026, an estimated $6.09K.
  • Williams Companies made up 0.06% of E&G Advisors's portfolio in Q1 2026, its #205 holding.
  • E&G Advisors first reported a position in Williams Companies in Q4 2013 and has held it in 25 quarters since.
  • E&G Advisors's Williams Companies position peaked at $2.37M in Q3 2014.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on E&G Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.