Kovack Advisors
WMB icon

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
2014
Q4 		– Sell
-5
Closed -$1K – 189
2014
Q3 		$1K Sell
5
-3
-38% -$172 ﹤0.01% 120
2014
Q2 		$4K Sell
8
-30
-79% -$1.39K 0.01% 106
2014
Q1 		$9K Sell
38
-26
-41% -$1.05K 0.03% 71
2013
Q4 		$10K Sell
64
-20
-24% -$719 0.05% 62
2013
Q3 		$11K Sell
84
-13
-13% -$456 0.06% 58
2013
Q2 		$6K Buy
+97
New +$3.49K 0.04% 53

Other funds holding WMB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Kovack Advisors's WMB Position: Q3 2026 in Review

Kovack Advisors increased its Williams Companies (WMB) stake by 25% in Q3 2026, buying an estimated $101K and bringing the position to 7,080 shares worth $487K. The position accounts for 0.02% of the portfolio, ranked #627.

Kovack Advisors first reported a position in WMB in Q2 2013 and has held it in 20 quarters since. The position peaked at $547K in Q4 2013. 1,520 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Kovack Advisors held 7,080 shares of Williams Companies worth $487K as of Q3 2026.
  • Kovack Advisors bought 1,395 Williams Companies shares in Q3 2026, an estimated $101K.
  • Williams Companies made up 0.02% of Kovack Advisors's portfolio in Q3 2026, its #627 holding.
  • Kovack Advisors first reported a position in Williams Companies in Q2 2013 and has held it in 20 quarters since.
  • Kovack Advisors's Williams Companies position peaked at $547K in Q4 2013.
  • 1,520 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Kovack Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.