Insigneo Advisory Services’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$596K Buy
8,187
+1,291
+19% +$89.4K 0.04% 331
2025
Q4
$415K Sell
6,896
-92
-1% -$5.56K 0.03% 412
2025
Q3
$443K Sell
6,988
-186
-3% -$10.9K 0.03% 395
2025
Q2
$451K Sell
7,174
-1,023
-12% -$60.4K 0.04% 364
2025
Q1
$490K Buy
8,197
+945
+13% +$54.1K 0.05% 314
2024
Q4
$392K Sell
7,252
-4,182
-37% -$225K 0.04% 349
2024
Q3
$522K Sell
11,434
-745
-6% -$32.7K 0.05% 308
2024
Q2
$502K Buy
12,179
+215
+2% +$8.62K 0.06% 293
2024
Q1
$466K Buy
11,964
+1,749
+17% +$62.1K 0.06% 277
2023
Q4
$356K Sell
10,215
-261
-2% -$9.16K 0.05% 299
2023
Q3
$353K Buy
10,476
+298
+3% +$10.2K 0.07% 249
2023
Q2
$332K Buy
+10,178
New +$305K 0.06% 269

Other funds holding WMB

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

Insigneo Advisory Services increased its Williams Companies (WMB) stake by 19% in Q1 2026, buying an estimated $89.4K and bringing the position to 8,187 shares worth $596K. The position accounts for 0.04% of the portfolio, ranked #331.

Insigneo Advisory Services first reported a position in WMB in Q2 2023 and has held it in 12 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Insigneo Advisory Services held 8,187 shares of Williams Companies worth $596K as of Q1 2026.
  • Insigneo Advisory Services bought 1,291 Williams Companies shares in Q1 2026, an estimated $89.4K.
  • Williams Companies made up 0.04% of Insigneo Advisory Services's portfolio in Q1 2026, its #331 holding.
  • Insigneo Advisory Services first reported a position in Williams Companies in Q2 2023 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 Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.