Navalign LLC’s Williams Companies WMB Stock Holding History

Navalign LLC’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	–	Sell	-119	Closed	-$7.18K	–	477
2025 Q4	$7.18K	Buy	+119	New	+$7.2K	﹤0.01%	358

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Navalign LLC's WMB Position: Q1 2026 in Review

Navalign LLC sold out of Williams Companies (WMB) in Q1 2026, closing a stake of 119 shares — an estimated $7.18K sold.

Navalign LLC first reported a position in WMB in Q4 2025 and held it in 1 quarter. The position peaked at $7.18K in Q4 2025. 1,814 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Navalign LLC reported no remaining Williams Companies position as of Q1 2026 after selling out during the quarter.
Navalign LLC sold 119 Williams Companies shares in Q1 2026, an estimated $7.18K.
Navalign LLC first reported a position in Williams Companies in Q4 2025 and held it in 1 quarter.
Navalign LLC's Williams Companies position peaked at $7.18K in Q4 2025.
1,814 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.