LSIA
WMB icon

LaSalle St. Investment Advisors’s Williams Companies WMB Stock Holding History

LaSalle St. Investment 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 		$293K Buy
4,024
+179
+5% +$12.4K 0.04% 302
2025
Q4 		$231K Buy
3,845
+50
+1% +$3.02K 0.04% 327
2025
Q3 		$240K Sell
3,795
-1,522
-29% -$89.3K 0.04% 301
2025
Q2 		$334K Buy
5,317
+25
+0.5% +$1.48K 0.09% 207
2025
Q1 		$316K Buy
5,292
+106
+2% +$6.07K 0.07% 214
2024
Q4 		$280K Buy
5,186
+2
+0% +$108 0.09% 209
2024
Q3 		$236K Buy
+5,184
New +$228K 0.09% 183

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

LaSalle St. Investment Advisors's WMB Position: Q1 2026 in Review

LaSalle St. Investment Advisors increased its Williams Companies (WMB) stake by 4.7% in Q1 2026, buying an estimated $12.4K and bringing the position to 4,024 shares worth $293K. The position accounts for 0.04% of the portfolio, ranked #302.

LaSalle St. Investment Advisors first reported a position in WMB in Q3 2024 and has held it in 7 quarters since. The position peaked at $334K in Q2 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • LaSalle St. Investment Advisors held 4,024 shares of Williams Companies worth $293K as of Q1 2026.
  • LaSalle St. Investment Advisors bought 179 Williams Companies shares in Q1 2026, an estimated $12.4K.
  • Williams Companies made up 0.04% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #302 holding.
  • LaSalle St. Investment Advisors first reported a position in Williams Companies in Q3 2024 and has held it in 7 quarters since.
  • LaSalle St. Investment Advisors's Williams Companies position peaked at $334K in Q2 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.