Lido Advisors’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 | $4.07M | Buy |
55,883
+8,623
| +18% | +$597K | 0.01% | 503 |
|
|
2025
Q4 | $2.98M | Buy |
47,260
+2,273
| +5% | +$137K | 0.01% | 605 |
|
|
2025
Q3 | $2.85M | Buy |
44,987
+6,195
| +16% | +$364K | 0.01% | 592 |
|
|
2025
Q2 | $2.44M | Sell |
38,792
-9,754
| -20% | -$576K | 0.01% | 534 |
|
|
2025
Q1 | $2.9M | Buy |
48,546
+9,028
| +23% | +$517K | 0.01% | 457 |
|
|
2024
Q4 | $2.14M | Buy |
39,518
+2,126
| +6% | +$115K | 0.01% | 506 |
|
|
2024
Q3 | $1.71M | Sell |
37,392
-5
| -0% | -$220 | 0.01% | 516 |
|
|
2024
Q2 | $1.59M | Buy |
37,397
+5,186
| +16% | +$208K | 0.01% | 504 |
|
|
2024
Q1 | $1.26M | Buy |
32,211
+4,146
| +15% | +$147K | 0.01% | 566 |
|
|
2023
Q4 | $978K | Buy |
28,065
+7,751
| +38% | +$272K | 0.01% | 623 |
|
|
2023
Q3 | $684K | Sell |
20,314
-1,526
| -7% | -$52.1K | 0.01% | 655 |
|
|
2023
Q2 | $713K | Sell |
21,840
-5,841
| -21% | -$175K | 0.01% | 630 |
|
|
2023
Q1 | $827K | Buy |
27,681
+1,358
| +5% | +$42K | 0.01% | 531 |
|
|
2022
Q4 | $866K | Sell |
26,323
-13
| -0% | -$423 | 0.01% | 438 |
|
|
2022
Q3 | $754K | Buy |
26,336
+1,318
| +5% | +$42.9K | 0.01% | 434 |
|
|
2022
Q2 | $780K | Sell |
25,018
-588
| -2% | -$20.3K | 0.01% | 408 |
|
|
2022
Q1 | $855K | Sell |
25,606
-144
| -0.6% | -$4.4K | 0.01% | 437 |
|
|
2021
Q4 | $670K | Sell |
25,750
-100,208
| -80% | -$2.77M | 0.01% | 515 |
|
|
2021
Q3 | $3.27M | Buy |
125,958
+113,130
| +882% | +$2.85M | 0.05% | 199 |
|
|
2021
Q2 | $341K | Buy |
12,828
+418
| +3% | +$10.7K | ﹤0.01% | 668 |
|
|
2021
Q1 | $294K | Sell |
12,410
-1,720
| -12% | -$39.1K | 0.01% | 666 |
|
|
2020
Q4 | $283K | Sell |
14,130
-806
| -5% | -$16.3K | 0.01% | 641 |
|
|
2020
Q3 | $294K | Sell |
14,936
-1,913
| -11% | -$38.9K | 0.01% | 496 |
|
|
2020
Q2 | $320K | Sell |
16,849
-1,672
| -9% | -$31.1K | 0.01% | 434 |
|
|
2020
Q1 | $262K | Sell |
18,521
-36,745
| -66% | -$712K | 0.01% | 447 |
|
|
2019
Q4 | $1.31M | Buy |
55,266
+40,048
| +263% | +$917K | 0.05% | 222 |
|
|
2019
Q3 | $366K | Sell |
15,218
-123
| -0.8% | -$3.1K | 0.02% | 407 |
|
|
2019
Q2 | $430K | Sell |
15,341
-12,283
| -44% | -$341K | 0.02% | 329 |
|
|
2019
Q1 | $793K | Buy |
27,624
+5,257
| +24% | +$141K | 0.05% | 223 |
|
|
2018
Q4 | $493K | Buy |
22,367
+3,501
| +19% | +$87.5K | 0.05% | 230 |
|
|
2018
Q3 | $512K | Buy |
+18,866
| New | +$547K | 0.05% | 235 |
|
|
2017
Q1 | – | Sell |
-7,961
| Closed | -$248K | – | 279 |
|
|
2016
Q4 | $248K | Buy |
+7,961
| New | +$240K | 0.06% | 165 |
|
Other funds holding WMB
VCM
VPM
Lido Advisors's WMB Position: Q1 2026 in Review
Lido Advisors increased its Williams Companies (WMB) stake by 18% in Q1 2026, buying an estimated $597K and bringing the position to 55,883 shares worth $4.07M. The position accounts for 0.01% of the portfolio, ranked #503.
Lido Advisors first reported a position in WMB in Q4 2016 and has held it in 32 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.
- Lido Advisors held 55,883 shares of Williams Companies worth $4.07M as of Q1 2026.
- Lido Advisors bought 8,623 Williams Companies shares in Q1 2026, an estimated $597K.
- Williams Companies made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #503 holding.
- Lido Advisors first reported a position in Williams Companies in Q4 2016 and has held it in 32 quarters since.
- 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.