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Kestra Advisory Services’s Williams Companies WMB Stock Holding History

Kestra 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 		$23.9M Buy
328,111
+26,973
+9% +$1.87M 0.09% 234
2025
Q4 		$18.1M Sell
301,138
-89,607
-23% -$5.42M 0.07% 266
2025
Q3 		$24.8M Buy
390,745
+143,377
+58% +$8.41M 0.11% 180
2025
Q2 		$15.5M Buy
247,368
+21,430
+9% +$1.27M 0.08% 262
2025
Q1 		$13.5M Sell
225,938
-11,822
-5% -$677K 0.07% 271
2024
Q4 		$12.9M Sell
237,760
-118,860
-33% -$6.41M 0.07% 287
2024
Q3 		$16.3M Sell
356,620
-34,150
-9% -$1.5M 0.09% 241
2024
Q2 		$16.4M Buy
390,770
+173,007
+79% +$6.94M 0.09% 231
2024
Q1 		$8.49M Buy
217,763
+25,176
+13% +$895K 0.06% 354
2023
Q4 		$6.71M Buy
192,587
+7,980
+4% +$280K 0.05% 362
2023
Q3 		$6.22M Sell
184,607
-152,017
-45% -$5.19M 0.06% 330
2023
Q2 		$11M Buy
336,624
+188,008
+127% +$5.64M 0.11% 209
2023
Q1 		$4.44M Sell
148,616
-83,821
-36% -$2.59M 0.05% 392
2022
Q4 		$7.65M Sell
232,437
-91,786
-28% -$2.99M 0.07% 308
2022
Q3 		$9.28M Buy
324,223
+138,962
+75% +$4.53M 0.1% 229
2022
Q2 		$5.78M Buy
185,261
+55,356
+43% +$1.91M 0.06% 334
2022
Q1 		$4.34M Sell
129,905
-150,217
-54% -$4.59M 0.05% 411
2021
Q4 		$7.29M Buy
280,122
+175,553
+168% +$4.85M 0.07% 282
2021
Q3 		$2.71M Sell
104,569
-126,477
-55% -$3.18M 0.03% 588
2021
Q2 		$6.13M Buy
231,046
+25,919
+13% +$664K 0.07% 314
2021
Q1 		$4.86M Buy
205,127
+123,689
+152% +$2.81M 0.06% 344
2020
Q4 		$1.62M Sell
81,438
-82,347
-50% -$1.67M 0.02% 669
2020
Q3 		$3.13M Buy
+163,785
New +$3.33M 0.06% 328

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

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

Kestra Advisory Services increased its Williams Companies (WMB) stake by 9% in Q1 2026, buying an estimated $1.87M and bringing the position to 328,111 shares worth $23.9M. The position accounts for 0.09% of the portfolio, ranked #234.

Kestra Advisory Services first reported a position in WMB in Q3 2020 and has held it in 23 quarters since. The position peaked at $24.8M in Q3 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Kestra Advisory Services held 328,111 shares of Williams Companies worth $23.9M as of Q1 2026.
  • Kestra Advisory Services bought 26,973 Williams Companies shares in Q1 2026, an estimated $1.87M.
  • Williams Companies made up 0.09% of Kestra Advisory Services's portfolio in Q1 2026, its #234 holding.
  • Kestra Advisory Services first reported a position in Williams Companies in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's Williams Companies position peaked at $24.8M in Q3 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.