IMA Advisory Services’s Williams Companies WMB Stock Holding History

IMA Advisory Services’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	$800	Hold	11	–	–	﹤0.01%	814
2025 Q4	$661	Hold	11	–	–	﹤0.01%	829
2025 Q3	$697	Hold	11	–	–	﹤0.01%	386
2025 Q2	$691	Buy	+11	New	+$649	﹤0.01%	374
2023 Q4	–	Sell	-115	Closed	-$3.89K	–	269
2023 Q3	$3.89K	Buy	115 +1	+0.9%	+$34	﹤0.01%	260
2023 Q2	$3.71K	Buy	114 +2	+2%	+$60	﹤0.01%	270
2023 Q1	$3.35K	Buy	112 +1	+0.9%	+$31	﹤0.01%	272
2022 Q4	$3.64K	Buy	111 +2	+2%	+$65	﹤0.01%	293
2022 Q3	$3K	Buy	109 +1	+0.9%	+$33	﹤0.01%	296
2022 Q2	$3K	Buy	108 +2	+2%	+$69	﹤0.01%	301
2022 Q1	$4K	Buy	106 +1	+1%	+$31	﹤0.01%	278
2021 Q4	$3K	Buy	105 +2	+2%	+$55	﹤0.01%	295
2021 Q3	$3K	Buy	103 +1	+1%	+$25	﹤0.01%	273
2021 Q2	$3K	Buy	102 +2	+2%	+$51	﹤0.01%	269
2021 Q1	$2K	Buy	+100	New	+$2.27K	﹤0.01%	285
2020 Q1	–	Sell	-1,000	Closed	-$24K	–	294
2019 Q4	$24K	Hold	1,000	–	–	0.01%	178
2019 Q3	$24K	Hold	1,000	–	–	0.01%	178
2019 Q2	$28K	Hold	1,000	–	–	0.01%	168
2019 Q1	$29K	Hold	1,000	–	–	0.01%	173
2018 Q4	$22K	Hold	1,000	–	–	0.01%	181
2018 Q3	$27K	Hold	1,000	–	–	0.01%	177
2018 Q2	$27K	Buy	+1,000	New	+$26.4K	0.01%	195

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IMA Advisory Services's WMB Position: Q1 2026 in Review

IMA Advisory Services held its Williams Companies (WMB) position steady in Q1 2026 at 11 shares worth $800. The position accounts for ﹤0.01% of the portfolio, ranked #814.

IMA Advisory Services first reported a position in WMB in Q2 2018 and has held it in 22 quarters since. The position peaked at $29K in Q1 2019. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

IMA Advisory Services held 11 shares of Williams Companies worth $800 as of Q1 2026.
IMA Advisory Services left its Williams Companies share count unchanged in Q1 2026.
Williams Companies made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #814 holding.
IMA Advisory Services first reported a position in Williams Companies in Q2 2018 and has held it in 22 quarters since.
IMA Advisory Services's Williams Companies position peaked at $29K in Q1 2019.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.