FFA
WMB icon

Founders Financial Alliance’s Williams Companies WMB Stock Holding History

Founders Financial Alliance’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 		$789K Buy
10,841
+56
+0.5% +$3.88K 0.14% 148
2025
Q4 		$648K Sell
10,785
-989
-8% -$59.8K 0.12% 166
2025
Q3 		$746K Sell
11,774
-196
-2% -$11.5K 0.14% 144
2025
Q2 		$752K Buy
11,970
+346
+3% +$20.4K 0.17% 124
2025
Q1 		$695K Buy
11,624
+737
+7% +$42.2K 0.17% 129
2024
Q4 		$589K Buy
10,887
+47
+0.4% +$2.53K 0.16% 126
2024
Q3 		$495K Buy
10,840
+6
+0.1% +$264 0.14% 148
2024
Q2 		$460K Buy
10,834
+1
+0% +$40 0.14% 149
2024
Q1 		$422K Sell
10,833
-352
-3% -$12.5K 0.13% 164
2023
Q4 		$390K Buy
11,185
+237
+2% +$8.32K 0.15% 142
2023
Q3 		$369K Sell
10,948
-207
-2% -$7.06K 0.16% 135
2023
Q2 		$364K Buy
+11,155
New +$335K 0.14% 157
2023
Q1 		– Sell
-9,479
Closed -$312K – 490
2022
Q4 		$312K Sell
9,479
-1,020
-10% -$33.2K 0.14% 158
2022
Q3 		$301K Buy
10,499
+1,576
+18% +$51.3K 0.15% 150
2022
Q2 		$278K Sell
8,923
-1,322
-13% -$45.6K 0.14% 161
2022
Q1 		$342K Buy
+10,245
New +$313K 0.15% 143
2020
Q4 		– Sell
-2,490
Closed -$49K – 1246
2020
Q3 		$49K Buy
+2,490
New +$50.7K 0.03% 384

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

Founders Financial Alliance's WMB Position: Q1 2026 in Review

Founders Financial Alliance increased its Williams Companies (WMB) stake by 0.52% in Q1 2026, buying an estimated $3.88K and bringing the position to 10,841 shares worth $789K. The position accounts for 0.14% of the portfolio, ranked #148.

Founders Financial Alliance first reported a position in WMB in Q3 2020 and has held it in 17 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Founders Financial Alliance held 10,841 shares of Williams Companies worth $789K as of Q1 2026.
  • Founders Financial Alliance bought 56 Williams Companies shares in Q1 2026, an estimated $3.88K.
  • Williams Companies made up 0.14% of Founders Financial Alliance's portfolio in Q1 2026, its #148 holding.
  • Founders Financial Alliance first reported a position in Williams Companies in Q3 2020 and has held it in 17 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.