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Mount Yale Investment Advisors’s Williams Companies WMB Stock Holding History

Mount Yale Investment 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 		$8.92M Buy
122,622
+38,389
+46% +$2.66M 0.21% 108
2025
Q4 		$5.06M Buy
84,233
+17,828
+27% +$1.08M 0.24% 86
2025
Q3 		$4.21M Buy
66,405
+46,196
+229% +$2.71M 0.29% 76
2025
Q2 		$1.27M Sell
20,209
-6,301
-24% -$372K 0.1% 177
2025
Q1 		$1.58M Buy
26,510
+2,716
+11% +$155K 0.14% 139
2024
Q4 		$1.29M Sell
23,794
-10,412
-30% -$561K 0.1% 163
2024
Q3 		$1.56M Sell
34,206
-3,557
-9% -$156K 0.15% 148
2024
Q2 		$1.6M Sell
37,763
-4,316
-10% -$173K 0.13% 154
2024
Q1 		$1.64M Sell
42,079
-201
-0.5% -$7.14K 0.13% 156
2023
Q4 		$1.47M Sell
42,280
-469
-1% -$16.5K 0.14% 152
2023
Q3 		$1.44M Sell
42,749
-924
-2% -$31.5K 0.16% 138
2023
Q2 		$1.43M Buy
43,673
+666
+2% +$20K 0.15% 143
2023
Q1 		$1.28M Buy
43,007
+92
+0.2% +$2.84K 0.14% 148
2022
Q4 		$1.41M Sell
42,915
-720
-2% -$23.4K 0.16% 144
2022
Q3 		$1.25M Buy
43,635
+3,265
+8% +$106K 0.17% 136
2022
Q2 		$1.26M Buy
40,370
+881
+2% +$30.4K 0.16% 146
2022
Q1 		$1.32M Buy
39,489
+5,561
+16% +$170K 0.14% 155
2021
Q4 		$883K Buy
33,928
+3,197
+10% +$88.4K 0.09% 226
2021
Q3 		$797K Buy
+30,731
New +$774K 0.09% 221
2018
Q4 		– Sell
-3,395
Closed -$90K – 788
2018
Q3 		$90K Buy
3,395
+2,076
+157% +$60.2K 0.02% 474
2018
Q2 		$36K Buy
1,319
+1,126
+583% +$29.7K 0.01% 693
2018
Q1 		$5K Buy
+193
New +$5.7K ﹤0.01% 896

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

Mount Yale Investment Advisors's WMB Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Williams Companies (WMB) stake by 46% in Q1 2026, buying an estimated $2.66M and bringing the position to 122,622 shares worth $8.92M. The position accounts for 0.21% of the portfolio, ranked #108.

Mount Yale Investment Advisors first reported a position in WMB in Q1 2018 and has held it in 22 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Mount Yale Investment Advisors held 122,622 shares of Williams Companies worth $8.92M as of Q1 2026.
  • Mount Yale Investment Advisors bought 38,389 Williams Companies shares in Q1 2026, an estimated $2.66M.
  • Williams Companies made up 0.21% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #108 holding.
  • Mount Yale Investment Advisors first reported a position in Williams Companies in Q1 2018 and has held it in 22 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.