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Medallion Wealth Advisors’s Williams Companies WMB Stock Holding History

Medallion Wealth 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 		$96.8K Hold
1,330
– – 0.03% 363
2025
Q4 		$79.9K Hold
1,330
– – 0.03% 389
2025
Q3 		$84.3K Hold
1,330
– – 0.03% 382
2025
Q2 		$81.8K Hold
1,330
– – 0.03% 380
2025
Q1 		$79.8K Buy
1,330
+125
+10% +$7.16K 0.04% 348
2024
Q4 		$70.3K Buy
+1,205
New +$64.9K 0.03% 355

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

Medallion Wealth Advisors's WMB Position: Q1 2026 in Review

Medallion Wealth Advisors held its Williams Companies (WMB) position steady in Q1 2026 at 1,330 shares worth $96.8K. The position accounts for 0.03% of the portfolio, ranked #363.

Medallion Wealth Advisors first reported a position in WMB in Q4 2024 and has held it in 6 quarters since. 1,810 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Medallion Wealth Advisors held 1,330 shares of Williams Companies worth $96.8K as of Q1 2026.
  • Medallion Wealth Advisors left its Williams Companies share count unchanged in Q1 2026.
  • Williams Companies made up 0.03% of Medallion Wealth Advisors's portfolio in Q1 2026, its #363 holding.
  • Medallion Wealth Advisors first reported a position in Williams Companies in Q4 2024 and has held it in 6 quarters since.
  • 1,810 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.