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HBK Sorce Advisory’s Williams Companies WMB Stock Holding History

HBK Sorce 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 		$799K Sell
11,102
-1,048
-9% -$72.6K 0.02% 283
2025
Q4 		$813K Sell
12,150
-1
-0% -$60 0.02% 267
2025
Q3 		$775K Sell
12,151
-495
-4% -$29K 0.02% 270
2025
Q2 		$794K Buy
12,646
+146
+1% +$8.62K 0.02% 266
2025
Q1 		$747K Sell
12,500
-397
-3% -$22.7K 0.02% 265
2024
Q4 		$698K Buy
12,897
+1,013
+9% +$54.6K 0.02% 273
2024
Q3 		$543K Sell
11,884
-1,124
-9% -$49.4K 0.02% 316
2024
Q2 		$553K Sell
13,008
-682
-5% -$27.4K 0.02% 306
2024
Q1 		$534K Buy
13,690
+371
+3% +$13.2K 0.02% 322
2023
Q4 		$464K Sell
13,319
-491
-4% -$17.2K 0.02% 333
2023
Q3 		$465K Sell
13,810
-42
-0.3% -$1.43K 0.02% 319
2023
Q2 		$452K Buy
13,852
+93
+0.7% +$2.79K 0.02% 355
2023
Q1 		$411K Sell
13,759
-7,169
-34% -$221K 0.02% 370
2022
Q4 		$689K Buy
20,928
+11,364
+119% +$370K 0.02% 355
2022
Q3 		$274K Buy
9,564
+197
+2% +$6.42K 0.02% 383
2022
Q2 		$292K Buy
9,367
+1
+0% +$35 0.02% 338
2022
Q1 		$313K Sell
9,366
-1,848
-16% -$56.5K 0.02% 390
2021
Q4 		$292K Buy
11,214
+485
+5% +$13.4K 0.01% 448
2021
Q3 		$278K Buy
+10,729
New +$270K 0.02% 465

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

HBK Sorce Advisory's WMB Position: Q1 2026 in Review

HBK Sorce Advisory reduced its Williams Companies (WMB) stake by 8.6% in Q1 2026, selling an estimated $72.6K and leaving 11,102 shares worth $799K. The position accounts for 0.02% of the portfolio, ranked #283.

HBK Sorce Advisory first reported a position in WMB in Q3 2021 and has held it in 19 quarters since. The position peaked at $813K in Q4 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • HBK Sorce Advisory held 11,102 shares of Williams Companies worth $799K as of Q1 2026.
  • HBK Sorce Advisory sold 1,048 Williams Companies shares in Q1 2026, an estimated $72.6K.
  • Williams Companies made up 0.02% of HBK Sorce Advisory's portfolio in Q1 2026, its #283 holding.
  • HBK Sorce Advisory first reported a position in Williams Companies in Q3 2021 and has held it in 19 quarters since.
  • HBK Sorce Advisory's Williams Companies position peaked at $813K in Q4 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.