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Herold Advisors’s Williams Companies WMB Stock Holding History

Herold 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
2026
Q1 		$853K Buy
11,720
+408
+4% +$28.2K 0.19% 119
2025
Q4 		$680K Buy
11,312
+85
+0.8% +$5.14K 0.15% 142
2025
Q3 		$711K Buy
11,227
+15
+0.1% +$880 0.16% 140
2025
Q2 		$704K Sell
11,212
-336
-3% -$19.8K 0.15% 153
2025
Q1 		$690K Buy
+11,548
New +$661K 0.15% 154
2022
Q2 		– Sell
-2,500
Closed -$83.5K – 677
2022
Q1 		$83.5K Buy
+2,500
New +$76.4K 0.03% 296
2021
Q4 		– Sell
-2,500
Closed -$64K – 650
2021
Q3 		$64K Buy
+2,500
New +$63K 0.02% 339

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

Herold Advisors's WMB Position: Q1 2026 in Review

Herold Advisors increased its Williams Companies (WMB) stake by 3.6% in Q1 2026, buying an estimated $28.2K and bringing the position to 11,720 shares worth $853K. The position accounts for 0.19% of the portfolio, ranked #119.

Herold Advisors first reported a position in WMB in Q3 2021 and has held it in 7 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Herold Advisors held 11,720 shares of Williams Companies worth $853K as of Q1 2026.
  • Herold Advisors bought 408 Williams Companies shares in Q1 2026, an estimated $28.2K.
  • Williams Companies made up 0.19% of Herold Advisors's portfolio in Q1 2026, its #119 holding.
  • Herold Advisors first reported a position in Williams Companies in Q3 2021 and has held it in 7 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.