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Gladstone Institutional Advisory’s Williams Companies WMB Stock Holding History

Gladstone Institutional Advisory’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 		$361K Buy
4,955
+108
+2% +$7.48K 0.01% 617
2025
Q4 		$291K Sell
4,847
-309
-6% -$18.7K 0.01% 638
2025
Q3 		$327K Buy
5,156
+245
+5% +$14.4K 0.01% 617
2025
Q2 		$308K Sell
4,911
-479
-9% -$28.3K 0.01% 602
2025
Q1 		$322K Buy
5,390
+1,394
+35% +$79.8K 0.02% 574
2024
Q4 		$216K Buy
+3,996
New +$215K 0.01% 656

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

Gladstone Institutional Advisory's WMB Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Williams Companies (WMB) stake by 2.2% in Q1 2026, buying an estimated $7.48K and bringing the position to 4,955 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #617.

Gladstone Institutional Advisory first reported a position in WMB in Q4 2024 and has held it in 6 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Gladstone Institutional Advisory held 4,955 shares of Williams Companies worth $361K as of Q1 2026.
  • Gladstone Institutional Advisory bought 108 Williams Companies shares in Q1 2026, an estimated $7.48K.
  • Williams Companies made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #617 holding.
  • Gladstone Institutional Advisory first reported a position in Williams Companies in Q4 2024 and has held it in 6 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.