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New Age Alpha Advisors’s Williams Companies WMB Stock Holding History

New Age Alpha 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 		$3.14M Buy
43,115
+38,702
+877% +$2.68M 0.15% 204
2025
Q4 		$265K Sell
4,413
-572
-11% -$34.6K 0.01% 566
2025
Q3 		$316K Buy
4,985
+1,920
+63% +$113K 0.01% 555
2025
Q2 		$193K Buy
3,065
+297
+11% +$17.5K 0.01% 639
2025
Q1 		$165K Sell
2,768
-264
-9% -$15.1K 0.01% 679
2024
Q4 		$164K Buy
3,032
+2,641
+675% +$142K 0.01% 692
2024
Q3 		$17.8K Buy
+391
New +$17.2K 0.01% 95

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

New Age Alpha Advisors's WMB Position: Q1 2026 in Review

New Age Alpha Advisors increased its Williams Companies (WMB) stake by 877% in Q1 2026, buying an estimated $2.68M and bringing the position to 43,115 shares worth $3.14M. The position accounts for 0.15% of the portfolio, ranked #204.

New Age Alpha Advisors first reported a position in WMB in Q3 2024 and has held it in 7 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • New Age Alpha Advisors held 43,115 shares of Williams Companies worth $3.14M as of Q1 2026.
  • New Age Alpha Advisors bought 38,702 Williams Companies shares in Q1 2026, an estimated $2.68M.
  • Williams Companies made up 0.15% of New Age Alpha Advisors's portfolio in Q1 2026, its #204 holding.
  • New Age Alpha Advisors first reported a position in Williams Companies in Q3 2024 and has held it in 7 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.