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High Net Worth Advisory Group’s Williams Companies WMB Stock Holding History

High Net Worth Advisory 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 		$508K Sell
6,976
-195
-3% -$13.5K 0.12% 142
2025
Q4 		$431K Sell
7,171
-84
-1% -$5.08K 0.1% 150
2025
Q3 		$460K Sell
7,255
-2,894
-29% -$170K 0.11% 142
2025
Q2 		$637K Buy
10,149
+6
+0.1% +$354 0.17% 111
2025
Q1 		$606K Buy
10,143
+5
+0% +$286 0.17% 111
2024
Q4 		$549K Sell
10,138
-1,100
-10% -$59.3K 0.15% 122
2024
Q3 		$513K Hold
11,238
– – 0.14% 126
2024
Q2 		$478K Sell
11,238
-1,967
-15% -$78.9K 0.14% 119
2024
Q1 		$515K Sell
13,205
-3,600
-21% -$128K 0.16% 118
2023
Q4 		$585K Buy
16,805
+1,250
+8% +$43.9K 0.22% 98
2023
Q3 		$524K Sell
15,555
-728
-4% -$24.8K 0.21% 102
2023
Q2 		$531K Buy
16,283
+3,653
+29% +$110K 0.21% 103
2023
Q1 		$377K Sell
12,630
-200
-2% -$6.18K 0.15% 126
2022
Q4 		$422K Sell
12,830
-1,607
-11% -$52.3K 0.16% 118
2022
Q3 		$413K Buy
14,437
+6,436
+80% +$210K 0.18% 117
2022
Q2 		$250K Buy
8,001
+6,613
+476% +$228K 0.1% 159
2022
Q1 		$46K Sell
1,388
-500
-26% -$15.3K 0.02% 350
2021
Q4 		$49K Buy
+1,888
New +$52.2K 0.02% 353

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

High Net Worth Advisory Group's WMB Position: Q1 2026 in Review

High Net Worth Advisory Group reduced its Williams Companies (WMB) stake by 2.7% in Q1 2026, selling an estimated $13.5K and leaving 6,976 shares worth $508K. The position accounts for 0.12% of the portfolio, ranked #142.

High Net Worth Advisory Group first reported a position in WMB in Q4 2021 and has held it in 18 quarters since. The position peaked at $637K in Q2 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • High Net Worth Advisory Group held 6,976 shares of Williams Companies worth $508K as of Q1 2026.
  • High Net Worth Advisory Group sold 195 Williams Companies shares in Q1 2026, an estimated $13.5K.
  • Williams Companies made up 0.12% of High Net Worth Advisory Group's portfolio in Q1 2026, its #142 holding.
  • High Net Worth Advisory Group first reported a position in Williams Companies in Q4 2021 and has held it in 18 quarters since.
  • High Net Worth Advisory Group's Williams Companies position peaked at $637K in Q2 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.