Forvis Mazars Wealth Advisors’s Williams Companies WMB Stock Holding History

Forvis Mazars 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	$508K	Buy	6,978 +745	+12%	+$51.6K	0.01%	286
2025 Q4	$375K	Sell	6,233 -63	-1%	-$3.81K	0.01%	323
2025 Q3	$399K	Buy	6,296 +1,302	+26%	+$76.4K	0.01%	322
2025 Q2	$314K	Buy	4,994 +202	+4%	+$11.9K	0.01%	346
2025 Q1	$286K	Buy	4,792 +328	+7%	+$18.8K	0.01%	350
2024 Q4	$242K	Sell	4,464 -228	-5%	-$12.3K	0.01%	399
2024 Q3	$214K	Buy	+4,692	New	+$206K	﹤0.01%	417
2021 Q1	–	Sell	-14,603	Closed	-$293K	–	355
2020 Q4	$293K	Buy	14,603 +736	+5%	+$14.9K	0.01%	293
2020 Q3	$272K	Buy	+13,867	New	+$282K	0.02%	265

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

Forvis Mazars Wealth Advisors's WMB Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its Williams Companies (WMB) stake by 12% in Q1 2026, buying an estimated $51.6K and bringing the position to 6,978 shares worth $508K. The position accounts for 0.01% of the portfolio, ranked #286.

Forvis Mazars Wealth Advisors first reported a position in WMB in Q3 2020 and has held it in 9 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Forvis Mazars Wealth Advisors held 6,978 shares of Williams Companies worth $508K as of Q1 2026.
Forvis Mazars Wealth Advisors bought 745 Williams Companies shares in Q1 2026, an estimated $51.6K.
Williams Companies made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #286 holding.
Forvis Mazars Wealth Advisors first reported a position in Williams Companies in Q3 2020 and has held it in 9 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.