HIA
WMB icon

Harvest Investment Advisors’s Williams Companies WMB Stock Holding History

Harvest Investment 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
2025
Q4 		$2.31M Buy
+38,360
New +$2.32M 1.31% 19
2025
Q2 		$2.3M Sell
36,620
-540
-1% -$31.9K 1.48% 11
2025
Q1 		$2.22M Sell
37,160
-236
-0.6% -$13.5K 1.6% 13
2024
Q4 		$2.02M Sell
37,396
-905
-2% -$48.8K 1.4% 15
2024
Q3 		$1.75M Buy
38,301
+115
+0.3% +$5.05K 1.19% 27
2024
Q2 		$1.62M Buy
38,186
+167
+0.4% +$6.7K 1.2% 23
2024
Q1 		$1.48M Buy
38,019
+230
+0.6% +$8.17K 1.11% 37
2023
Q4 		$1.32M Sell
37,789
-107
-0.3% -$3.75K 1.06% 39
2023
Q3 		$1.28M Sell
37,896
-393
-1% -$13.4K 1.14% 33
2023
Q2 		$1.25M Buy
38,289
+165
+0.4% +$4.95K 1.07% 42
2023
Q1 		$1.14M Buy
38,124
+495
+1% +$15.3K 1.01% 47
2022
Q4 		$1.24M Buy
+37,629
New +$1.23M 1.16% 39

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Harvest Investment Advisors's WMB Position: Q4 2025 in Review

Harvest Investment Advisors opened a new position in Williams Companies (WMB) in Q4 2025: 38,360 shares worth $2.31M. The stake represents 1.31% of the portfolio and ranks #19 among its holdings. This is a return to the name: Harvest Investment Advisors previously reported a position in WMB as recently as Q2 2025.

Harvest Investment Advisors first reported a position in WMB in Q4 2022 and has held it in 12 quarters since. 1,697 funds tracked by Wall St. Rank hold WMB as of Q4 2025.

  • Harvest Investment Advisors held 38,360 shares of Williams Companies worth $2.31M as of Q4 2025.
  • Williams Companies was a new Harvest Investment Advisors position in Q4 2025.
  • Williams Companies made up 1.31% of Harvest Investment Advisors's portfolio in Q4 2025, its #19 holding.
  • Harvest Investment Advisors first reported a position in Williams Companies in Q4 2022 and has held it in 12 quarters since.
  • 1,697 funds tracked by Wall St. Rank held Williams Companies as of Q4 2025.

Based on Harvest Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.