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IBEX Wealth Advisors’s Williams Companies WMB Stock Holding History

IBEX Wealth 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 		$25.9M Buy
356,290
+9,572
+3% +$663K 2.41% 6
2025
Q4 		$20.8M Sell
346,718
-2,396
-0.7% -$145K 2.04% 8
2025
Q3 		$22.1M Buy
349,114
+2,325
+0.7% +$136K 2.12% 7
2025
Q2 		$21.8M Buy
346,789
+6,502
+2% +$384K 2.32% 6
2025
Q1 		$20.3M Buy
340,287
+2,954
+0.9% +$169K 2.69% 5
2024
Q4 		$18.3M Buy
+337,333
New +$18.2M 2.15% 6
2024
Q3 		– Sell
-321,569
Closed -$13.7M – 278
2024
Q2 		$13.7M Sell
321,569
-2,994
-0.9% -$120K 2.13% 8
2024
Q1 		$10.7M Buy
324,563
+324,247
+102,610% +$11.5M 2.89% 6
2023
Q4 		$11K Sell
316
-315,141
-100% -$11.1M 2.39% 7
2023
Q3 		$10.6M Buy
+315,457
New +$10.8M 2.71% 6
2023
Q1 		$9.91M Buy
331,893
+7,330
+2% +$226K 2.57% 7
2022
Q4 		$10.7M Sell
324,563
-863
-0.3% -$28.1K 2.41% 6
2022
Q3 		$9.32M Buy
325,426
+99,316
+44% +$3.24M 2.42% 7
2022
Q2 		$7.06M Buy
226,110
+7,205
+3% +$249K 1.63% 16
2022
Q1 		$7.31M Buy
218,905
+29,683
+16% +$907K 1.4% 22
2021
Q4 		$4.93M Buy
+189,222
New +$5.23M 0.87% 35
2020
Q4 		– Sell
-101,027
Closed -$1.99M – 110
2020
Q3 		$1.99M Sell
101,027
-1,082
-1% -$22K 0.58% 65
2020
Q2 		$1.94M Sell
102,109
-7,580
-7% -$141K 0.62% 65
2020
Q1 		$1.55M Buy
+109,689
New +$2.12M 0.6% 69
2019
Q4 		– Sell
-34,686
Closed -$835K – 112
2019
Q3 		$835K Buy
34,686
+351
+1% +$8.85K 0.28% 86
2019
Q2 		$962K Buy
34,335
+2,435
+8% +$67.7K 0.28% 104
2019
Q1 		$916K Buy
+31,900
New +$855K 0.32% 89
2018
Q4 		– Sell
-68,278
Closed -$1.89M – 103
2018
Q3 		$1.89M Buy
+68,278
New +$1.98M 0.68% 62

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

IBEX Wealth Advisors's WMB Position: Q1 2026 in Review

IBEX Wealth Advisors increased its Williams Companies (WMB) stake by 2.8% in Q1 2026, buying an estimated $663K and bringing the position to 356,290 shares worth $25.9M. The position accounts for 2.41% of the portfolio, ranked #6.

IBEX Wealth Advisors first reported a position in WMB in Q3 2018 and has held it in 23 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • IBEX Wealth Advisors held 356,290 shares of Williams Companies worth $25.9M as of Q1 2026.
  • IBEX Wealth Advisors bought 9,572 Williams Companies shares in Q1 2026, an estimated $663K.
  • Williams Companies made up 2.41% of IBEX Wealth Advisors's portfolio in Q1 2026, its #6 holding.
  • IBEX Wealth Advisors first reported a position in Williams Companies in Q3 2018 and has held it in 23 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.