Financial Network Wealth Advisors’s Williams Companies WMB Stock Holding History

Financial Network 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	$75.7K	Sell	1,040 -165	-14%	-$11.4K	0.08%	206
2025 Q4	$72.4K	Buy	1,205 +184	+18%	+$11.1K	0.08%	208
2025 Q3	$64.7K	Buy	1,021 +129	+14%	+$7.57K	0.07%	219
2025 Q2	$56K	Sell	892 -17	-2%	-$1K	0.07%	243
2025 Q1	$54.3K	Buy	909 +244	+37%	+$14K	0.07%	232
2024 Q4	$36K	Sell	665 -1,237	-65%	-$66.7K	0.07%	218
2024 Q3	$86.8K	Sell	1,902 -326	-15%	-$14.3K	0.07%	220
2024 Q2	$94.7K	Buy	+2,228	New	+$89.4K	0.07%	227

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

Financial Network Wealth Advisors's WMB Position: Q1 2026 in Review

Financial Network Wealth Advisors reduced its Williams Companies (WMB) stake by 14% in Q1 2026, selling an estimated $11.4K and leaving 1,040 shares worth $75.7K. The position accounts for 0.08% of the portfolio, ranked #206.

Financial Network Wealth Advisors first reported a position in WMB in Q2 2024 and has held it in 8 quarters since. The position peaked at $94.7K in Q2 2024. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Financial Network Wealth Advisors held 1,040 shares of Williams Companies worth $75.7K as of Q1 2026.
Financial Network Wealth Advisors sold 165 Williams Companies shares in Q1 2026, an estimated $11.4K.
Williams Companies made up 0.08% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #206 holding.
Financial Network Wealth Advisors first reported a position in Williams Companies in Q2 2024 and has held it in 8 quarters since.
Financial Network Wealth Advisors's Williams Companies position peaked at $94.7K in Q2 2024.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

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