GM Advisory Group’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.48M Buy
20,397
+1,946
+11% +$135K 0.06% 131
2025
Q4
$1.11M Buy
18,451
+128
+0.7% +$7.74K 0.04% 155
2025
Q3
$1.16M Buy
18,323
+267
+1% +$15.7K 0.05% 139
2025
Q2
$1.13M Buy
18,056
+115
+0.6% +$6.79K 0.06% 135
2025
Q1
$1.07M Sell
17,941
-33
-0.2% -$1.89K 0.06% 127
2024
Q4
$973K Sell
17,974
-435
-2% -$23.4K 0.05% 127
2024
Q3
$840K Buy
18,409
+3,138
+21% +$138K 0.05% 126
2024
Q2
$649K Sell
15,271
-6
-0% -$241 0.04% 141
2024
Q1
$595K Buy
15,277
+300
+2% +$10.7K 0.04% 143
2023
Q4
$522K Buy
14,977
+1,657
+12% +$58.2K 0.04% 143
2023
Q3
$449K Buy
13,320
+160
+1% +$5.46K 0.04% 133
2023
Q2
$429K Buy
+13,160
New +$395K 0.04% 138

Other funds holding WMB

GM Advisory Group's WMB Position: Q1 2026 in Review

GM Advisory Group increased its Williams Companies (WMB) stake by 11% in Q1 2026, buying an estimated $135K and bringing the position to 20,397 shares worth $1.48M. The position accounts for 0.06% of the portfolio, ranked #131.

GM Advisory Group first reported a position in WMB in Q2 2023 and has held it in 12 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • GM Advisory Group held 20,397 shares of Williams Companies worth $1.48M as of Q1 2026.
  • GM Advisory Group bought 1,946 Williams Companies shares in Q1 2026, an estimated $135K.
  • Williams Companies made up 0.06% of GM Advisory Group's portfolio in Q1 2026, its #131 holding.
  • GM Advisory Group first reported a position in Williams Companies in Q2 2023 and has held it in 12 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.