Lloyd Advisory Services’s Williams Companies WMB Stock Holding History

Lloyd Advisory Services’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	$257K	Buy	+3,525	New	+$244K	0.07%	131
2024 Q3	–	Sell	-4,797	Closed	-$204K	–	114
2024 Q2	$204K	Buy	+4,797	New	+$192K	0.1%	92
2024 Q1	–	Sell	-6,183	Closed	-$215K	–	188
2023 Q4	$215K	Sell	6,183 -4,743	-43%	-$166K	0.1%	120
2023 Q3	$368K	Buy	+10,926	New	+$373K	0.12%	162
2022 Q3	–	Sell	-6,618	Closed	-$207K	–	78
2022 Q2	$207K	Sell	6,618 -5	-0.1%	-$173	0.16%	62
2022 Q1	$221K	Buy	6,623 +1,026	+18%	+$31.4K	0.1%	84
2021 Q4	$146K	Buy	5,597 +1,029	+23%	+$28.4K	0.07%	112
2021 Q3	$118K	Sell	4,568 -156	-3%	-$3.93K	0.06%	117
2021 Q2	$125K	Buy	4,724 +4,018	+569%	+$103K	0.06%	103
2021 Q1	$17K	Hold	706	–	–	0.01%	223
2020 Q4	$14K	Hold	706	–	–	0.01%	186
2020 Q3	$14K	Buy	+706	New	+$14.4K	0.01%	169

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

Lloyd Advisory Services's WMB Position: Q1 2026 in Review

Lloyd Advisory Services opened a new position in Williams Companies (WMB) in Q1 2026: 3,525 shares worth $257K. The stake represents 0.07% of the portfolio and ranks #131 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in WMB as recently as Q2 2024.

Lloyd Advisory Services first reported a position in WMB in Q3 2020 and has held it in 12 quarters since. The position peaked at $368K in Q3 2023. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Lloyd Advisory Services held 3,525 shares of Williams Companies worth $257K as of Q1 2026.
Williams Companies was a new Lloyd Advisory Services position in Q1 2026.
Williams Companies made up 0.07% of Lloyd Advisory Services's portfolio in Q1 2026, its #131 holding.
Lloyd Advisory Services first reported a position in Williams Companies in Q3 2020 and has held it in 12 quarters since.
Lloyd Advisory Services's Williams Companies position peaked at $368K in Q3 2023.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

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