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LGT Financial Advisors’s Williams Companies WMB Stock Holding History

LGT Financial 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 		– Sell
-122
Closed -$7.33K – 278
2025
Q4 		$7.33K Buy
122
+1
+0.8% +$60 0.04% 167
2025
Q3 		$7.66K Buy
121
+1
+0.8% +$59 0.02% 258
2025
Q2 		$7.54K Hold
120
– – 0.02% 239
2025
Q1 		$7.17K Hold
120
– – 0.02% 194
2024
Q4 		$6.49K Hold
120
– – 0.01% 511
2024
Q3 		$5.48K Sell
120
-390
-76% -$17.1K 0.01% 514
2024
Q2 		$21.7K Buy
510
+390
+325% +$15.6K 0.05% 288
2024
Q1 		$4.68K Hold
120
– – 0.01% 631
2023
Q4 		$4.18K Hold
120
– – 0.01% 668
2023
Q3 		$4.04K Buy
+120
New +$4.09K 0.01% 669

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

LGT Financial Advisors's WMB Position: Q1 2026 in Review

LGT Financial Advisors sold out of Williams Companies (WMB) in Q1 2026, closing a stake of 122 shares — an estimated $7.33K sold.

LGT Financial Advisors first reported a position in WMB in Q3 2023 and held it in 10 quarters. The position peaked at $21.7K in Q2 2024. 1,810 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • LGT Financial Advisors reported no remaining Williams Companies position as of Q1 2026 after selling out during the quarter.
  • LGT Financial Advisors sold 122 Williams Companies shares in Q1 2026, an estimated $7.33K.
  • LGT Financial Advisors first reported a position in Williams Companies in Q3 2023 and held it in 10 quarters.
  • LGT Financial Advisors's Williams Companies position peaked at $21.7K in Q2 2024.
  • 1,810 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on LGT Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.