EP Wealth Advisors’s Williams Companies WMB Stock Holding History

EP Wealth 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	$1.18M	Sell	16,171 -2,186	-12%	-$151K	0.01%	599
2025 Q4	$1.1M	Buy	+18,357	New	+$1.11M	0.01%	596
2025 Q2	$1.39M	Buy	22,129 +2,770	+14%	+$164K	0.01%	495
2025 Q1	$1.16M	Buy	19,359 +1,470	+8%	+$84.1K	0.01%	469
2024 Q4	$968K	Buy	17,889 +183	+1%	+$9.86K	0.01%	508
2024 Q3	$808K	Buy	17,706 +6,099	+53%	+$268K	0.01%	549
2024 Q2	$493K	Buy	11,607 +1,267	+12%	+$50.8K	0.01%	539
2024 Q1	$403K	Buy	10,340 +210	+2%	+$7.46K	﹤0.01%	565
2023 Q4	$353K	Sell	10,130 -718	-7%	-$25.2K	﹤0.01%	573
2023 Q3	$365K	Buy	10,848 +6,970	+180%	+$238K	0.01%	519
2023 Q2	$322K	Buy	+3,878	New	+$116K	﹤0.01%	550
2021 Q3	–	Sell	-9,185	Closed	-$244K	–	567
2021 Q2	$244K	Buy	+9,185	New	+$235K	0.01%	486

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

EP Wealth Advisors's WMB Position: Q1 2026 in Review

EP Wealth Advisors reduced its Williams Companies (WMB) stake by 12% in Q1 2026, selling an estimated $151K and leaving 16,171 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #599.

EP Wealth Advisors first reported a position in WMB in Q2 2021 and has held it in 12 quarters since. The position peaked at $1.39M in Q2 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

EP Wealth Advisors held 16,171 shares of Williams Companies worth $1.18M as of Q1 2026.
EP Wealth Advisors sold 2,186 Williams Companies shares in Q1 2026, an estimated $151K.
Williams Companies made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #599 holding.
EP Wealth Advisors first reported a position in Williams Companies in Q2 2021 and has held it in 12 quarters since.
EP Wealth Advisors's Williams Companies position peaked at $1.39M in Q2 2025.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.