Kingswood Wealth Advisors’s Williams Companies WMB Stock Holding History

Kingswood 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	$1.06M	Buy	14,528 +908	+7%	+$62.9K	0.05%	369
2025 Q4	$819K	Buy	13,620 +3,780	+38%	+$229K	0.04%	388
2025 Q3	$623K	Sell	9,840 -10,210	-51%	-$599K	0.04%	426
2025 Q2	$1.26M	Sell	20,050 -946	-5%	-$55.9K	0.1%	219
2025 Q1	$1.25M	Buy	20,996 +627	+3%	+$35.9K	0.11%	210
2024 Q4	$1.1M	Sell	20,369 -880	-4%	-$47.4K	0.08%	249
2024 Q3	$970K	Buy	21,249 +1,095	+5%	+$48.1K	0.07%	302
2024 Q2	$857K	Buy	20,154 +1,946	+11%	+$78.1K	0.08%	265
2024 Q1	$710K	Sell	18,208 -12,611	-41%	-$448K	0.08%	267
2023 Q4	$1.07M	Buy	30,819 +16,699	+118%	+$586K	0.12%	184
2023 Q3	$476K	Buy	14,120 +2,064	+17%	+$70.4K	0.08%	256
2023 Q2	$393K	Buy	+12,056	New	+$362K	0.13%	164

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

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

Kingswood Wealth Advisors increased its Williams Companies (WMB) stake by 6.7% in Q1 2026, buying an estimated $62.9K and bringing the position to 14,528 shares worth $1.06M. The position accounts for 0.05% of the portfolio, ranked #369.

Kingswood Wealth Advisors first reported a position in WMB in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.26M in Q2 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Kingswood Wealth Advisors held 14,528 shares of Williams Companies worth $1.06M as of Q1 2026.
Kingswood Wealth Advisors bought 908 Williams Companies shares in Q1 2026, an estimated $62.9K.
Williams Companies made up 0.05% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #369 holding.
Kingswood Wealth Advisors first reported a position in Williams Companies in Q2 2023 and has held it in 12 quarters since.
Kingswood Wealth Advisors's Williams Companies position peaked at $1.26M in Q2 2025.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.