Laurel Wealth Advisors (North Carolina)’s Williams Companies WMB Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-2,178	Closed	-$131K	–	667
2025 Q4	$131K	Buy	+2,178	New	+$132K	0.02%	223
2025 Q2	–	Sell	-2,178	Closed	-$130K	–	677
2025 Q1	$130K	Hold	2,178	–	–	0.02%	210
2024 Q4	$118K	Buy	2,178 +200	+10%	+$10.8K	0.02%	218
2024 Q3	$90.3K	Buy	1,978 +1,925	+3,632%	+$84.6K	0.01%	247
2024 Q2	$2.25K	Hold	53	–	–	﹤0.01%	547
2024 Q1	$2.07K	Buy	53 +24	+83%	+$853	﹤0.01%	546
2023 Q4	$1.01K	Hold	29	–	–	﹤0.01%	523
2023 Q3	$978	Hold	29	–	–	﹤0.01%	529
2023 Q2	$947	Hold	29	–	–	﹤0.01%	534
2023 Q1	$866	Hold	29	–	–	﹤0.01%	536
2022 Q4	$955	Hold	29	–	–	﹤0.01%	505
2022 Q3	$1K	Buy	+29	New	+$945	﹤0.01%	528

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s WMB Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Williams Companies (WMB) in Q1 2026, closing a stake of 2,178 shares — an estimated $131K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in WMB in Q3 2022 and held it in 12 quarters. The position peaked at $131K in Q4 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Williams Companies position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 2,178 Williams Companies shares in Q1 2026, an estimated $131K.
Laurel Wealth Advisors (North Carolina) first reported a position in Williams Companies in Q3 2022 and held it in 12 quarters.
Laurel Wealth Advisors (North Carolina)'s Williams Companies position peaked at $131K in Q4 2025.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.