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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
Q2 		$5.08M Buy
68,368
+25,253
+59% +$1.86M 0.21% 110
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

New Age Alpha Advisors's WMB Position: Q2 2026 in Review

New Age Alpha Advisors increased its Williams Companies (WMB) stake by 59% in Q2 2026, buying an estimated $1.86M and bringing the position to 68,368 shares worth $5.08M. The position accounts for 0.21% of the portfolio, ranked #110.

New Age Alpha Advisors first reported a position in WMB in Q3 2024 and has held it in 8 quarters since. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • New Age Alpha Advisors held 68,368 shares of Williams Companies worth $5.08M as of Q2 2026.
  • New Age Alpha Advisors bought 25,253 Williams Companies shares in Q2 2026, an estimated $1.86M.
  • Williams Companies made up 0.21% of New Age Alpha Advisors's portfolio in Q2 2026, its #110 holding.
  • New Age Alpha Advisors first reported a position in Williams Companies in Q3 2024 and has held it in 8 quarters since.
  • 1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.