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Florida Financial Advisors’s Williams Companies WMB Stock Holding History

Florida 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 		$287K Buy
+3,938
New +$273K 0.07% 261
2025
Q3 		– Sell
-11,965
Closed -$751K – 305
2025
Q2 		$751K Buy
11,965
+2,347
+24% +$139K 0.25% 96
2025
Q1 		$574K Buy
+9,618
New +$551K 0.23% 96

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

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

Florida Financial Advisors opened a new position in Williams Companies (WMB) in Q1 2026: 3,938 shares worth $287K. The stake represents 0.07% of the portfolio and ranks #261 among its holdings. This is a return to the name: Florida Financial Advisors previously reported a position in WMB as recently as Q2 2025.

Florida Financial Advisors first reported a position in WMB in Q1 2025 and has held it in 3 quarters since. The position peaked at $751K in Q2 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Florida Financial Advisors held 3,938 shares of Williams Companies worth $287K as of Q1 2026.
  • Williams Companies was a new Florida Financial Advisors position in Q1 2026.
  • Williams Companies made up 0.07% of Florida Financial Advisors's portfolio in Q1 2026, its #261 holding.
  • Florida Financial Advisors first reported a position in Williams Companies in Q1 2025 and has held it in 3 quarters since.
  • Florida Financial Advisors's Williams Companies position peaked at $751K in Q2 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

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