LPL Financial’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 | $156M | Buy |
2,148,544
+55,719
| +3% | +$3.86M | 0.04% | 417 |
|
|
2025
Q4 | $126M | Sell |
2,092,825
-249,621
| -11% | -$15.1M | 0.03% | 466 |
|
|
2025
Q3 | $148M | Buy |
2,342,446
+80,477
| +4% | +$4.72M | 0.04% | 394 |
|
|
2025
Q2 | $142M | Buy |
2,261,969
+158,981
| +8% | +$9.39M | 0.05% | 359 |
|
|
2025
Q1 | $126M | Sell |
2,102,988
-35,422
| -2% | -$2.03M | 0.05% | 356 |
|
|
2024
Q4 | $116M | Sell |
2,138,410
-325,744
| -13% | -$17.6M | 0.05% | 355 |
|
|
2024
Q3 | $112M | Sell |
2,464,154
-324,421
| -12% | -$14.3M | 0.05% | 329 |
|
|
2024
Q2 | $119M | Sell |
2,788,575
-240,892
| -8% | -$9.66M | 0.06% | 290 |
|
|
2024
Q1 | $118M | Buy |
3,029,467
+79,419
| +3% | +$2.82M | 0.06% | 270 |
|
|
2023
Q4 | $103M | Buy |
2,950,048
+167,204
| +6% | +$5.87M | 0.06% | 276 |
|
|
2023
Q3 | $93.8M | Buy |
2,782,844
+142,480
| +5% | +$4.86M | 0.07% | 263 |
|
|
2023
Q2 | $86.2M | Buy |
2,640,364
+227,600
| +9% | +$6.83M | 0.06% | 283 |
|
|
2023
Q1 | $72M | Buy |
2,412,764
+187,476
| +8% | +$5.79M | 0.06% | 314 |
|
|
2022
Q4 | $73.2M | Buy |
2,225,288
+196,353
| +10% | +$6.39M | 0.06% | 290 |
|
|
2022
Q3 | $58.1M | Buy |
2,028,935
+163,522
| +9% | +$5.33M | 0.06% | 309 |
|
|
2022
Q2 | $58.2M | Buy |
1,865,413
+219,453
| +13% | +$7.58M | 0.06% | 315 |
|
|
2022
Q1 | $55M | Buy |
1,645,960
+249,700
| +18% | +$7.63M | 0.05% | 342 |
|
|
2021
Q4 | $36.4M | Buy |
1,396,260
+138,835
| +11% | +$3.84M | 0.03% | 450 |
|
|
2021
Q3 | $32.6M | Buy |
1,257,425
+105,114
| +9% | +$2.65M | 0.03% | 443 |
|
|
2021
Q2 | $30.6M | Buy |
1,152,311
+468,684
| +69% | +$12M | 0.03% | 443 |
|
|
2021
Q1 | $16.2M | Buy |
683,627
+60,984
| +10% | +$1.39M | 0.02% | 618 |
|
|
2020
Q4 | $12.5M | Buy |
622,643
+64,481
| +12% | +$1.31M | 0.02% | 653 |
|
|
2020
Q3 | $11M | Buy |
558,162
+204,678
| +58% | +$4.17M | 0.02% | 602 |
|
|
2020
Q2 | $6.72M | Buy |
353,484
+18,880
| +6% | +$351K | 0.01% | 739 |
|
|
2020
Q1 | $4.74M | Buy |
334,604
+54,675
| +20% | +$1.06M | 0.01% | 779 |
|
|
2019
Q4 | $6.64M | Buy |
279,929
+7,892
| +3% | +$181K | 0.01% | 728 |
|
|
2019
Q3 | $6.54M | Buy |
272,037
+11,447
| +4% | +$289K | 0.01% | 687 |
|
|
2019
Q2 | $7.31M | Buy |
260,590
+17,598
| +7% | +$489K | 0.02% | 628 |
|
|
2019
Q1 | $6.98M | Buy |
242,992
+24,437
| +11% | +$655K | 0.02% | 628 |
|
|
2018
Q4 | $4.82M | Buy |
218,555
+5,171
| +2% | +$129K | 0.01% | 693 |
|
|
2018
Q3 | $5.8M | Buy |
213,384
+47,065
| +28% | +$1.37M | 0.01% | 675 |
|
|
2018
Q2 | $4.51M | Sell |
166,319
-338
| -0.2% | -$8.91K | 0.01% | 755 |
|
|
2018
Q1 | $4.14M | Buy |
166,657
+60,321
| +57% | +$1.78M | 0.01% | 771 |
|
|
2017
Q4 | $3.24M | Buy |
106,336
+17,197
| +19% | +$500K | 0.01% | 829 |
|
|
2017
Q3 | $2.67M | Buy |
89,139
+16,464
| +23% | +$501K | 0.01% | 849 |
|
|
2017
Q2 | $2.2M | Sell |
72,675
-1,100
| -1% | -$32.8K | 0.01% | 878 |
|
|
2017
Q1 | $2.2M | Sell |
73,775
-12,430
| -14% | -$359K | 0.02% | 777 |
|
|
2016
Q4 | $2.71M | Buy |
+86,205
| New | +$2.6M | 0.02% | 647 |
|
|
2016
Q2 | – | Sell |
-169,747
| Closed | -$2.51M | – | 3001 |
|
|
2016
Q1 | $2.51M | Buy |
169,747
+32,015
| +23% | +$551K | 0.01% | 1062 |
|
|
2015
Q4 | $3.63M | Buy |
137,732
+54,552
| +66% | +$1.91M | 0.01% | 861 |
|
|
2015
Q3 | $3.46M | Buy |
83,180
+14,163
| +21% | +$705K | 0.02% | 595 |
|
|
2015
Q2 | $3.94M | Sell |
69,017
-13,566
| -16% | -$699K | 0.02% | 607 |
|
|
2015
Q1 | $4.13M | Sell |
82,583
-888
| -1% | -$41.2K | 0.02% | 601 |
|
|
2014
Q4 | $3.75M | Buy |
83,471
+1,298
| +2% | +$66.4K | 0.02% | 604 |
|
|
2014
Q3 | $4.5M | Sell |
82,173
-1,264
| -2% | -$72.6K | 0.03% | 500 |
|
|
2014
Q2 | $4.86M | Sell |
83,437
-44,468
| -35% | -$2.06M | 0.03% | 486 |
|
|
2014
Q1 | $5.19M | Sell |
127,905
-3,678
| -3% | -$149K | 0.03% | 431 |
|
|
2013
Q4 | $5.08M | Buy |
131,583
+6,209
| +5% | +$223K | 0.03% | 435 |
|
|
2013
Q3 | $4.49M | Buy |
125,374
+11,378
| +10% | +$399K | 0.03% | 452 |
|
|
2013
Q2 | $3.7M | Buy |
+113,996
| New | +$4.1M | 0.03% | 479 |
|
Other funds holding WMB
VCM
VPM
LPL Financial's WMB Position: Q1 2026 in Review
LPL Financial increased its Williams Companies (WMB) stake by 2.7% in Q1 2026, buying an estimated $3.86M and bringing the position to 2,148,544 shares worth $156M. The position accounts for 0.04% of the portfolio, ranked #417.
LPL Financial first reported a position in WMB in Q2 2013 and has held it in 50 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.
- LPL Financial held 2,148,544 shares of Williams Companies worth $156M as of Q1 2026.
- LPL Financial bought 55,719 Williams Companies shares in Q1 2026, an estimated $3.86M.
- Williams Companies made up 0.04% of LPL Financial's portfolio in Q1 2026, its #417 holding.
- LPL Financial first reported a position in Williams Companies in Q2 2013 and has held it in 50 quarters since.
- 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.