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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
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 $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.