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J. Safra Asset Management’s Williams Companies WMB Stock Holding History

J. Safra Asset Management’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 		$931K Buy
12,792
+67
+0.5% +$4.64K 0.05% 108
2025
Q4 		$765K Buy
12,725
+5,056
+66% +$306K 0.04% 126
2025
Q3 		$486K Buy
7,669
+3,403
+80% +$200K 0.03% 120
2025
Q2 		$268K Buy
4,266
+276
+7% +$16.3K 0.02% 143
2025
Q1 		$238K Buy
+3,990
New +$228K 0.02% 124

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

J. Safra Asset Management's WMB Position: Q1 2026 in Review

J. Safra Asset Management increased its Williams Companies (WMB) stake by 0.53% in Q1 2026, buying an estimated $4.64K and bringing the position to 12,792 shares worth $931K. The position accounts for 0.05% of the portfolio, ranked #108.

J. Safra Asset Management first reported a position in WMB in Q1 2025 and has held it in 5 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • J. Safra Asset Management held 12,792 shares of Williams Companies worth $931K as of Q1 2026.
  • J. Safra Asset Management bought 67 Williams Companies shares in Q1 2026, an estimated $4.64K.
  • Williams Companies made up 0.05% of J. Safra Asset Management's portfolio in Q1 2026, its #108 holding.
  • J. Safra Asset Management first reported a position in Williams Companies in Q1 2025 and has held it in 5 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.