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Fi3 Financial Advisors’s Williams Companies WMB Stock Holding History

Fi3 Financial 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 		$354K Sell
4,865
-1,083
-18% -$75K 0.1% 115
2025
Q4 		$358K Sell
5,948
-560
-9% -$33.9K 0.11% 109
2025
Q3 		$412K Sell
6,508
-796
-11% -$46.7K 0.14% 73
2025
Q2 		$459K Buy
7,304
+744
+11% +$43.9K 0.17% 58
2025
Q1 		$392K Buy
6,560
+435
+7% +$24.9K 0.16% 62
2024
Q4 		$331K Sell
6,125
-327
-5% -$17.6K 0.12% 71
2024
Q3 		$295K Buy
+6,452
New +$284K 0.12% 68

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

Fi3 Financial Advisors's WMB Position: Q1 2026 in Review

Fi3 Financial Advisors reduced its Williams Companies (WMB) stake by 18% in Q1 2026, selling an estimated $75K and leaving 4,865 shares worth $354K. The position accounts for 0.1% of the portfolio, ranked #115.

Fi3 Financial Advisors first reported a position in WMB in Q3 2024 and has held it in 7 quarters since. The position peaked at $459K in Q2 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Fi3 Financial Advisors held 4,865 shares of Williams Companies worth $354K as of Q1 2026.
  • Fi3 Financial Advisors sold 1,083 Williams Companies shares in Q1 2026, an estimated $75K.
  • Williams Companies made up 0.1% of Fi3 Financial Advisors's portfolio in Q1 2026, its #115 holding.
  • Fi3 Financial Advisors first reported a position in Williams Companies in Q3 2024 and has held it in 7 quarters since.
  • Fi3 Financial Advisors's Williams Companies position peaked at $459K in Q2 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.