Level Four Advisory Services’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.58M Buy
21,736
+120
+0.6% +$8.31K 0.05% 330
2025
Q4
$1.3M Sell
21,616
-485
-2% -$29.3K 0.04% 357
2025
Q3
$1.4M Sell
22,101
-337
-2% -$19.8K 0.05% 334
2025
Q2
$1.41M Buy
22,438
+2,151
+11% +$127K 0.05% 316
2025
Q1
$1.21M Sell
20,287
-2,398
-11% -$137K 0.05% 314
2024
Q4
$1.23M Sell
22,685
-2,794
-11% -$151K 0.05% 302
2024
Q3
$1.33M Sell
25,479
-2,843
-10% -$125K 0.06% 293
2024
Q2
$1.2M Buy
28,322
+15,528
+121% +$623K 0.05% 296
2024
Q1
$446K Hold
12,794
0.02% 509
2023
Q4
$446K Sell
12,794
-527
-4% -$18.5K 0.03% 506
2023
Q3
$449K Sell
13,321
-1,911
-13% -$65.2K 0.03% 473
2023
Q2
$497K Buy
15,232
+1,053
+7% +$31.6K 0.03% 472
2023
Q1
$423K Buy
+14,179
New +$438K 0.03% 471
2019
Q1
Sell
-16,996
Closed -$375K 551
2018
Q4
$375K Sell
16,996
-16,846
-50% -$421K 0.05% 358
2018
Q3
$920K Buy
+33,842
New +$982K 0.1% 210

Other funds holding WMB

Level Four Advisory Services's WMB Position: Q1 2026 in Review

Level Four Advisory Services increased its Williams Companies (WMB) stake by 0.56% in Q1 2026, buying an estimated $8.31K and bringing the position to 21,736 shares worth $1.58M. The position accounts for 0.05% of the portfolio, ranked #330.

Level Four Advisory Services first reported a position in WMB in Q3 2018 and has held it in 15 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Level Four Advisory Services held 21,736 shares of Williams Companies worth $1.58M as of Q1 2026.
  • Level Four Advisory Services bought 120 Williams Companies shares in Q1 2026, an estimated $8.31K.
  • Williams Companies made up 0.05% of Level Four Advisory Services's portfolio in Q1 2026, its #330 holding.
  • Level Four Advisory Services first reported a position in Williams Companies in Q3 2018 and has held it in 15 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.