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Meridian Wealth Advisors’s Williams Companies WMB Stock Holding History

Meridian 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 		$370K Buy
5,077
+77
+2% +$5.33K 0.05% 151
2025
Q4 		$301K Sell
5,000
-750
-13% -$45.3K 0.04% 154
2025
Q3 		$364K Buy
5,750
+750
+15% +$44K 0.05% 142
2025
Q2 		$314K Hold
5,000
– – 0.05% 147
2025
Q1 		$299K Hold
5,000
– – 0.05% 145
2024
Q4 		$271K Hold
5,000
– – 0.04% 153
2024
Q3 		$228K Hold
5,000
– – 0.04% 166
2024
Q2 		$213K Buy
+5,000
New +$201K 0.04% 169
2023
Q1 		– Sell
-10,230
Closed -$337K – 196
2022
Q4 		$337K Buy
10,230
+68
+0.7% +$2.21K 0.09% 141
2022
Q3 		$291K Sell
10,162
-431
-4% -$14K 0.08% 151
2022
Q2 		$331K Buy
10,593
+70
+0.7% +$2.42K 0.09% 145
2022
Q1 		$352K Buy
10,523
+64
+0.6% +$1.96K 0.08% 151
2021
Q4 		$272K Buy
10,459
+578
+6% +$16K 0.07% 170
2021
Q3 		$256K Buy
9,881
+77
+0.8% +$1.94K 0.07% 168
2021
Q2 		$260K Buy
9,804
+73
+0.8% +$1.87K 0.07% 167
2021
Q1 		$231K Buy
+9,731
New +$221K 0.08% 162
2019
Q1 		– Sell
-1,585
Closed -$35K – 399
2018
Q4 		$35K Buy
+1,585
New +$39.6K 0.03% 300

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

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

Meridian Wealth Advisors increased its Williams Companies (WMB) stake by 1.5% in Q1 2026, buying an estimated $5.33K and bringing the position to 5,077 shares worth $370K. The position accounts for 0.05% of the portfolio, ranked #151.

Meridian Wealth Advisors first reported a position in WMB in Q4 2018 and has held it in 17 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Meridian Wealth Advisors held 5,077 shares of Williams Companies worth $370K as of Q1 2026.
  • Meridian Wealth Advisors bought 77 Williams Companies shares in Q1 2026, an estimated $5.33K.
  • Williams Companies made up 0.05% of Meridian Wealth Advisors's portfolio in Q1 2026, its #151 holding.
  • Meridian Wealth Advisors first reported a position in Williams Companies in Q4 2018 and has held it in 17 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.