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 Q3	$435K	Buy	6,396 +447	+8%	+$32.5K	0.01%	693
2026 Q2	$442K	Buy	5,949 +994	+20%	+$73.1K	0.01%	631
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 New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Gladstone Institutional Advisory's WMB Position: Q3 2026 in Review

Gladstone Institutional Advisory increased its Williams Companies (WMB) stake by 7.5% in Q3 2026, buying an estimated $32.5K and bringing the position to 6,396 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #693.

Gladstone Institutional Advisory first reported a position in WMB in Q4 2024 and has held it in 8 quarters since. The position peaked at $442K in Q2 2026. 1,520 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Gladstone Institutional Advisory held 6,396 shares of Williams Companies worth $435K as of Q3 2026.
Gladstone Institutional Advisory bought 447 Williams Companies shares in Q3 2026, an estimated $32.5K.
Williams Companies made up 0.01% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #693 holding.
Gladstone Institutional Advisory first reported a position in Williams Companies in Q4 2024 and has held it in 8 quarters since.
Gladstone Institutional Advisory's Williams Companies position peaked at $442K in Q2 2026.
1,520 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.