Great Valley Advisor Group’s Williams Companies WMB Stock Holding History

Great Valley Advisor Group’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	$399K	Buy	5,481 +476	+10%	+$33K	0.01%	745
2025 Q4	$301K	Buy	5,005 +1,019	+26%	+$61.6K	0.01%	781
2025 Q3	$252K	Sell	3,986 -627	-14%	-$36.8K	0.01%	821
2025 Q2	$290K	Sell	4,613 -154	-3%	-$9.09K	0.01%	750
2025 Q1	$285K	Sell	4,767 -158	-3%	-$9.04K	0.01%	743
2024 Q4	$266K	Sell	4,925 -235	-5%	-$12.7K	0.01%	726
2024 Q3	$235K	Buy	+5,160	New	+$227K	0.01%	755
2023 Q1	–	Sell	-8,840	Closed	-$291K	–	761
2022 Q4	$291K	Buy	8,840 +877	+11%	+$28.6K	0.01%	551
2022 Q3	$228K	Buy	+7,963	New	+$259K	0.01%	603

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Great Valley Advisor Group's WMB Position: Q1 2026 in Review

Great Valley Advisor Group increased its Williams Companies (WMB) stake by 9.5% in Q1 2026, buying an estimated $33K and bringing the position to 5,481 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #745.

Great Valley Advisor Group first reported a position in WMB in Q3 2022 and has held it in 9 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Great Valley Advisor Group held 5,481 shares of Williams Companies worth $399K as of Q1 2026.
Great Valley Advisor Group bought 476 Williams Companies shares in Q1 2026, an estimated $33K.
Williams Companies made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #745 holding.
Great Valley Advisor Group first reported a position in Williams Companies in Q3 2022 and has held it in 9 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.