FRA
WMB icon

Frank Rimerman Advisors’s Williams Companies WMB Stock Holding History

Frank Rimerman 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 		$1.58M Hold
21,652
– – 0.1% 157
2025
Q4 		$1.3M Buy
21,652
+37
+0.2% +$2.24K 0.08% 185
2025
Q3 		$1.37M Sell
21,615
-403
-2% -$23.6K 0.09% 176
2025
Q2 		$1.38M Sell
22,018
-703
-3% -$41.5K 0.09% 165
2025
Q1 		$1.36M Buy
22,721
+283
+1% +$16.2K 0.11% 158
2024
Q4 		$1.21M Buy
22,438
+395
+2% +$21.3K 0.09% 169
2024
Q3 		$1.01M Buy
22,043
+5,120
+30% +$225K 0.07% 219
2024
Q2 		$719K Buy
16,923
+16,827
+17,528% +$675K 0.05% 270
2024
Q1 		$3.74K Hold
96
– – ﹤0.01% 228
2023
Q4 		$3.34K Buy
+96
New +$3.37K ﹤0.01% 227

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

Frank Rimerman Advisors's WMB Position: Q1 2026 in Review

Frank Rimerman Advisors held its Williams Companies (WMB) position steady in Q1 2026 at 21,652 shares worth $1.58M. The position accounts for 0.1% of the portfolio, ranked #157.

Frank Rimerman Advisors first reported a position in WMB in Q4 2023 and has held it in 10 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Frank Rimerman Advisors held 21,652 shares of Williams Companies worth $1.58M as of Q1 2026.
  • Frank Rimerman Advisors left its Williams Companies share count unchanged in Q1 2026.
  • Williams Companies made up 0.1% of Frank Rimerman Advisors's portfolio in Q1 2026, its #157 holding.
  • Frank Rimerman Advisors first reported a position in Williams Companies in Q4 2023 and has held it in 10 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.