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First Foundation Advisors’s Williams Companies WMB Stock Holding History

First Foundation 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 		$621K Buy
8,535
+1,007
+13% +$69.7K 0.03% 215
2025
Q4 		$452K Sell
7,528
-187
-2% -$11.3K 0.02% 243
2025
Q3 		$489K Sell
7,715
-312
-4% -$18.3K 0.02% 235
2025
Q2 		$504K Sell
8,027
-1,251
-13% -$73.9K 0.02% 238
2025
Q1 		$554K Sell
9,278
-604
-6% -$34.6K 0.02% 217
2024
Q4 		$535K Buy
9,882
+284
+3% +$15.3K 0.02% 224
2024
Q3 		$438K Sell
9,598
-1,083
-10% -$47.6K 0.02% 241
2024
Q2 		$454K Sell
10,681
-261
-2% -$10.5K 0.02% 232
2024
Q1 		$426K Sell
10,942
-1,996
-15% -$70.9K 0.02% 240
2023
Q4 		$451K Sell
12,938
-2,765
-18% -$97K 0.02% 242
2023
Q3 		$529K Buy
15,703
+408
+3% +$13.9K 0.02% 246
2023
Q2 		$499K Buy
15,295
+2,885
+23% +$86.6K 0.02% 250
2023
Q1 		$371K Buy
12,410
+2,559
+26% +$79.1K 0.02% 270
2022
Q4 		$324K Buy
9,851
+1,970
+25% +$64.1K 0.02% 296
2022
Q3 		$226K Buy
+7,881
New +$257K 0.01% 330
2022
Q2 		– Sell
-7,176
Closed -$240K – 459
2022
Q1 		$240K Buy
+7,176
New +$219K 0.01% 370
2021
Q2 		– Sell
-10,173
Closed -$241K – 470
2021
Q1 		$241K Sell
10,173
-1,712
-14% -$38.9K 0.01% 367
2020
Q4 		$238K Sell
11,885
-1,881
-14% -$38.1K 0.01% 362
2020
Q3 		$271K Sell
13,766
-2,161
-14% -$44K 0.01% 308
2020
Q2 		$303K Sell
15,927
-18,037
-53% -$336K 0.02% 280
2020
Q1 		$480K Buy
33,964
+21,966
+183% +$425K 0.03% 230
2019
Q4 		$284K Sell
11,998
-3,055
-20% -$70K 0.01% 299
2019
Q3 		$362K Buy
+15,053
New +$379K 0.02% 262
2015
Q3 		– Sell
-3,640
Closed -$209K – 259
2015
Q2 		$209K Buy
+3,640
New +$188K 0.02% 209

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

First Foundation Advisors's WMB Position: Q1 2026 in Review

First Foundation Advisors increased its Williams Companies (WMB) stake by 13% in Q1 2026, buying an estimated $69.7K and bringing the position to 8,535 shares worth $621K. The position accounts for 0.03% of the portfolio, ranked #215.

First Foundation Advisors first reported a position in WMB in Q2 2015 and has held it in 24 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • First Foundation Advisors held 8,535 shares of Williams Companies worth $621K as of Q1 2026.
  • First Foundation Advisors bought 1,007 Williams Companies shares in Q1 2026, an estimated $69.7K.
  • Williams Companies made up 0.03% of First Foundation Advisors's portfolio in Q1 2026, its #215 holding.
  • First Foundation Advisors first reported a position in Williams Companies in Q2 2015 and has held it in 24 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.