KA
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Kovack Advisors’s Williams Companies WMB Stock Holding History

Kovack 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 		$461K Sell
6,397
-159
-2% -$11K 0.02% 611
2025
Q4 		$394K Buy
6,556
+1,960
+43% +$119K 0.02% 670
2025
Q3 		$291K Sell
4,596
-1,159
-20% -$68K 0.03% 471
2025
Q2 		$361K Sell
5,755
-219
-4% -$12.9K 0.04% 410
2025
Q1 		$357K Sell
5,974
-763
-11% -$43.7K 0.04% 379
2024
Q4 		$365K Buy
+6,737
New +$363K 0.04% 393
2023
Q1 		– Sell
-6,885
Closed -$227K – 655
2022
Q4 		$227K Buy
+6,885
New +$224K 0.03% 487
2022
Q1 		– Sell
-18,438
Closed -$480K – 831
2021
Q4 		$480K Buy
+18,438
New +$510K 0.05% 394
2015
Q4 		– Sell
-8,519
Closed -$314K – 259
2015
Q3 		$314K Buy
8,519
+681
+9% +$33.9K 0.22% 125
2015
Q2 		$450K Buy
7,838
+784
+11% +$40.4K 0.32% 73
2015
Q1 		$357K Buy
7,054
+290
+4% +$13.4K 0.3% 89
2014
Q4 		$304K Buy
6,764
+782
+13% +$40K 0.31% 82
2014
Q3 		$331K Sell
5,982
-796
-12% -$45.7K 0.49% 42
2014
Q2 		$395K Sell
6,778
-4,594
-40% -$213K 0.57% 34
2014
Q1 		$460K Sell
11,372
-2,800
-20% -$113K 1.57% 16
2013
Q4 		$547K Sell
14,172
-397
-3% -$14.3K 2.97% 5
2013
Q3 		$530K Buy
14,569
+436
+3% +$15.3K 2.72% 9
2013
Q2 		$459K Buy
+14,133
New +$509K 2.7% 8

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

Kovack Advisors's WMB Position: Q1 2026 in Review

Kovack Advisors reduced its Williams Companies (WMB) stake by 2.4% in Q1 2026, selling an estimated $11K and leaving 6,397 shares worth $461K. The position accounts for 0.02% of the portfolio, ranked #611.

Kovack Advisors first reported a position in WMB in Q2 2013 and has held it in 18 quarters since. The position peaked at $547K in Q4 2013. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Kovack Advisors held 6,397 shares of Williams Companies worth $461K as of Q1 2026.
  • Kovack Advisors sold 159 Williams Companies shares in Q1 2026, an estimated $11K.
  • Williams Companies made up 0.02% of Kovack Advisors's portfolio in Q1 2026, its #611 holding.
  • Kovack Advisors first reported a position in Williams Companies in Q2 2013 and has held it in 18 quarters since.
  • Kovack Advisors's Williams Companies position peaked at $547K in Q4 2013.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.