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L & S Advisors’s Williams Companies WMB Stock Holding History

L & S 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 		$12.1M Buy
166,553
+30,276
+22% +$2.1M 1.53% 13
2025
Q4 		$8.19M Buy
136,277
+6,377
+5% +$386K 0.76% 29
2025
Q3 		$8.23M Sell
129,900
-1,658
-1% -$97.3K 0.79% 40
2025
Q2 		$8.26M Sell
131,558
-2,803
-2% -$165K 0.82% 30
2025
Q1 		$8.03M Buy
134,361
+56,702
+73% +$3.25M 0.99% 21
2024
Q4 		$4.2M Sell
77,659
-889
-1% -$47.9K 0.46% 63
2024
Q3 		$3.59M Buy
78,548
+232
+0.3% +$10.2K 0.37% 75
2024
Q2 		$3.33M Buy
+78,316
New +$3.14M 0.38% 66
2023
Q1 		– Sell
-51,891
Closed -$1.71M – 337
2022
Q4 		$1.71M Sell
51,891
-90,752
-64% -$2.95M 0.32% 89
2022
Q3 		$4.08M Buy
+142,643
New +$4.65M 0.72% 45
2019
Q4 		– Sell
-44,944
Closed -$1.08M – 341
2019
Q3 		$1.08M Buy
44,944
+1,592
+4% +$40.1K 0.15% 167
2019
Q2 		$1.22M Sell
43,352
-1,017
-2% -$28.3K 0.16% 146
2019
Q1 		$1.27M Buy
+44,369
New +$1.19M 0.17% 131
2014
Q4 		– Sell
-87,325
Closed -$4.83M – 86
2014
Q3 		$4.83M Buy
87,325
+59,578
+215% +$3.42M 2.37% 10
2014
Q2 		$1.61M Buy
27,747
+21,187
+323% +$982K 0.64% 47
2014
Q1 		$266K Buy
+6,560
New +$266K 0.14% 72

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

L & S Advisors's WMB Position: Q1 2026 in Review

L & S Advisors increased its Williams Companies (WMB) stake by 22% in Q1 2026, buying an estimated $2.1M and bringing the position to 166,553 shares worth $12.1M. The position accounts for 1.53% of the portfolio, ranked #13.

L & S Advisors first reported a position in WMB in Q1 2014 and has held it in 16 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • L & S Advisors held 166,553 shares of Williams Companies worth $12.1M as of Q1 2026.
  • L & S Advisors bought 30,276 Williams Companies shares in Q1 2026, an estimated $2.1M.
  • Williams Companies made up 1.53% of L & S Advisors's portfolio in Q1 2026, its #13 holding.
  • L & S Advisors first reported a position in Williams Companies in Q1 2014 and has held it in 16 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on L & S Advisors's 13F filing for Q1 2026, filed 11 May 2026.