IWA
WMB icon

Icon Wealth Advisors’s Williams Companies WMB Stock Holding History

Icon 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 		$7.48M Sell
101,999
-521
-0.5% -$36.1K 0.49% 40
2025
Q4 		$6.16M Sell
102,520
-13,867
-12% -$838K 0.41% 47
2025
Q3 		$7.37M Sell
116,387
-1,012
-0.9% -$59.4K 0.5% 42
2025
Q2 		$7.37M Buy
117,399
+88
+0.1% +$5.2K 0.53% 40
2025
Q1 		$7.01M Buy
117,311
+986
+0.8% +$56.4K 0.58% 38
2024
Q4 		$6.3M Buy
116,325
+3,653
+3% +$197K 0.52% 41
2024
Q3 		$5.14M Sell
112,672
-830
-0.7% -$36.5K 0.43% 48
2024
Q2 		$4.87M Buy
113,502
+9,670
+9% +$388K 0.43% 48
2024
Q1 		$4.05M Sell
103,832
-6,600
-6% -$235K 0.38% 55
2023
Q4 		$3.85M Buy
+110,432
New +$3.88M 0.4% 53
2022
Q4 		$3.95M Buy
119,914
+3,542
+3% +$115K 0.45% 59
2022
Q3 		$3.33M Buy
+116,372
New +$3.79M 0.4% 59

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

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

Icon Wealth Advisors reduced its Williams Companies (WMB) stake by 0.51% in Q1 2026, selling an estimated $36.1K and leaving 101,999 shares worth $7.48M. The position accounts for 0.49% of the portfolio, ranked #40.

Icon Wealth Advisors first reported a position in WMB in Q3 2022 and has held it in 12 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Icon Wealth Advisors held 101,999 shares of Williams Companies worth $7.48M as of Q1 2026.
  • Icon Wealth Advisors sold 521 Williams Companies shares in Q1 2026, an estimated $36.1K.
  • Williams Companies made up 0.49% of Icon Wealth Advisors's portfolio in Q1 2026, its #40 holding.
  • Icon Wealth Advisors first reported a position in Williams Companies in Q3 2022 and has held it in 12 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.