EW
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Evoke Wealth’s Williams Companies WMB Stock Holding History

Evoke Wealth’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 		$1.24M Buy
16,987
+1,983
+13% +$137K 0.02% 246
2025
Q4 		$902K Sell
15,004
-1,590
-10% -$96.1K 0.02% 285
2025
Q3 		$1.05M Sell
16,594
-773
-4% -$45.4K 0.02% 247
2025
Q2 		$1.09M Buy
17,367
+3,450
+25% +$204K 0.03% 225
2025
Q1 		$832K Buy
13,917
+152
+1% +$8.7K 0.02% 215
2024
Q4 		$745K Buy
13,765
+217
+2% +$11.7K 0.02% 209
2024
Q3 		$618K Buy
+13,548
New +$596K 0.02% 228
2024
Q2 		– Sell
-13,928
Closed -$543K – 399
2024
Q1 		$543K Buy
+13,928
New +$495K 0.02% 237
2023
Q4 		– Sell
-9,602
Closed -$323K – 371
2023
Q3 		$323K Buy
9,602
+707
+8% +$24.1K 0.01% 285
2023
Q2 		$290K Buy
8,895
+916
+11% +$27.5K 0.01% 294
2023
Q1 		$238K Buy
7,979
+288
+4% +$8.9K 0.01% 304
2022
Q4 		$253K Buy
7,691
+14
+0.2% +$456 0.01% 308
2022
Q3 		$220K Sell
7,677
-321
-4% -$10.5K 0.01% 301
2022
Q2 		$250K Sell
7,998
-926
-10% -$32K 0.01% 287
2022
Q1 		$298K Sell
8,924
-982
-10% -$30K 0.01% 297
2021
Q4 		$258K Buy
9,906
+837
+9% +$23.1K 0.01% 331
2021
Q3 		$235K Buy
9,069
+8,240
+994% +$207K 0.01% 322
2021
Q2 		$22K Sell
829
-201
-20% -$5.15K ﹤0.01% 642
2021
Q1 		$24K Buy
1,030
+192
+23% +$4.36K ﹤0.01% 561
2020
Q4 		$17K Buy
838
+247
+42% +$5.01K ﹤0.01% 519
2020
Q3 		$12K Sell
591
-49
-8% -$998 ﹤0.01% 537
2020
Q2 		$12K Sell
640
-1,507
-70% -$28K ﹤0.01% 532
2020
Q1 		$30.4K Sell
2,147
-11,906
-85% -$231K ﹤0.01% 383
2019
Q4 		$333K Sell
14,053
-12,680
-47% -$290K 0.04% 162
2019
Q3 		$643K Buy
+26,733
New +$674K 0.08% 128

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

Evoke Wealth's WMB Position: Q1 2026 in Review

Evoke Wealth increased its Williams Companies (WMB) stake by 13% in Q1 2026, buying an estimated $137K and bringing the position to 16,987 shares worth $1.24M. The position accounts for 0.02% of the portfolio, ranked #246.

Evoke Wealth first reported a position in WMB in Q3 2019 and has held it in 25 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Evoke Wealth held 16,987 shares of Williams Companies worth $1.24M as of Q1 2026.
  • Evoke Wealth bought 1,983 Williams Companies shares in Q1 2026, an estimated $137K.
  • Williams Companies made up 0.02% of Evoke Wealth's portfolio in Q1 2026, its #246 holding.
  • Evoke Wealth first reported a position in Williams Companies in Q3 2019 and has held it in 25 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.