MA
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Mutual Advisors’s Williams Companies WMB Stock Holding History

Mutual 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 		$380K Sell
5,224
-287
-5% -$19.9K 0.01% 1018
2025
Q4 		$331K Buy
5,511
+331
+6% +$20K 0.01% 1040
2025
Q3 		$305K Buy
5,180
+565
+12% +$33.2K 0.01% 1043
2025
Q2 		$267K Buy
4,615
+1,168
+34% +$69K 0.01% 1016
2025
Q1 		$203K Sell
3,447
-1,087
-24% -$62.2K 0.01% 1027
2024
Q4 		$268K Buy
4,534
+1
+0% +$54 0.01% 922
2024
Q3 		$239K Buy
+4,533
New +$199K 0.01% 987
2024
Q2 		– Sell
-5,173
Closed -$202K – 1167
2024
Q1 		$202K Buy
+5,173
New +$184K 0.01% 1043
2023
Q3 		– Sell
-53,192
Closed -$1.74M – 1058
2023
Q2 		$1.74M Sell
53,192
-43,529
-45% -$1.31M 0.07% 285
2023
Q1 		$2.89M Buy
96,721
+1,278
+1% +$39.5K 0.12% 176
2022
Q4 		$3.14M Buy
95,443
+134
+0.1% +$4.36K 0.14% 152
2022
Q3 		$2.73M Buy
95,309
+52
+0.1% +$1.69K 0.14% 148
2022
Q2 		$2.97M Buy
95,257
+1,113
+1% +$38.4K 0.2% 115
2022
Q1 		$3.15M Sell
94,144
-7,522
-7% -$230K 0.18% 128
2021
Q4 		$2.65M Buy
101,666
+886
+0.9% +$24.5K 0.14% 177
2021
Q3 		$2.61M Buy
100,780
+804
+0.8% +$20.2K 0.15% 167
2021
Q2 		$2.65M Buy
99,976
+879
+0.9% +$22.5K 0.16% 166
2021
Q1 		$2.35M Buy
+99,097
New +$2.25M 0.16% 159

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

Mutual Advisors's WMB Position: Q1 2026 in Review

Mutual Advisors reduced its Williams Companies (WMB) stake by 5.2% in Q1 2026, selling an estimated $19.9K and leaving 5,224 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #1018.

Mutual Advisors first reported a position in WMB in Q1 2021 and has held it in 18 quarters since. The position peaked at $3.15M in Q1 2022. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Mutual Advisors held 5,224 shares of Williams Companies worth $380K as of Q1 2026.
  • Mutual Advisors sold 287 Williams Companies shares in Q1 2026, an estimated $19.9K.
  • Williams Companies made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1018 holding.
  • Mutual Advisors first reported a position in Williams Companies in Q1 2021 and has held it in 18 quarters since.
  • Mutual Advisors's Williams Companies position peaked at $3.15M in Q1 2022.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.