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WMB icon

NewEdge Advisors’s Williams Companies WMB Stock Holding History

NewEdge 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 		$30.5M Buy
419,362
+179,654
+75% +$12.4M 0.11% 192
2025
Q4 		$14.4M Buy
239,708
+60,320
+34% +$3.65M 0.05% 326
2025
Q3 		$11.4M Sell
179,388
-52,992
-23% -$3.11M 0.05% 367
2025
Q2 		$14.6M Sell
232,380
-5,577
-2% -$329K 0.08% 263
2025
Q1 		$14.2M Buy
237,957
+2,220
+0.9% +$127K 0.08% 242
2024
Q4 		$12.8M Sell
235,737
-6,410
-3% -$345K 0.08% 259
2024
Q3 		$11.1M Buy
242,147
+34,518
+17% +$1.52M 0.07% 268
2024
Q2 		$8.82M Buy
207,629
+34,870
+20% +$1.4M 0.06% 300
2024
Q1 		$6.73M Sell
172,759
-4,675
-3% -$166K 0.06% 313
2023
Q4 		$6.11M Sell
177,434
-19,883
-10% -$698K 0.06% 309
2023
Q3 		$6.65M Buy
197,317
+9,085
+5% +$310K 0.07% 263
2023
Q2 		$6.14M Buy
188,232
+9,033
+5% +$271K 0.07% 278
2023
Q1 		$5.35M Buy
179,199
+17,262
+11% +$533K 0.07% 289
2022
Q4 		$3.52M Buy
161,937
+27,067
+20% +$881K 0.1% 231
2022
Q3 		$3.86M Buy
134,870
+32,521
+32% +$1.06M 0.06% 278
2022
Q2 		$3.19M Buy
102,349
+2,405
+2% +$83K 0.05% 329
2022
Q1 		$3.34M Buy
99,944
+14,943
+18% +$457K 0.05% 316
2021
Q4 		$2.21M Buy
85,001
+73,117
+615% +$2.02M 0.03% 416
2021
Q3 		$308K Buy
11,884
+955
+9% +$24K 0.01% 890
2021
Q2 		$290K Buy
10,929
+918
+9% +$23.5K 0.01% 921
2021
Q1 		$237K Buy
+10,011
New +$227K 0.01% 888
2019
Q4 		– Sell
-8,435
Closed -$201K – 873
2019
Q3 		$201K Buy
+8,435
New +$213K 0.01% 752
2019
Q2 		– Sell
-14,460
Closed -$415K – 706
2019
Q1 		$415K Sell
14,460
-1,422
-9% -$38.1K 0.03% 442
2018
Q4 		$350 Buy
15,882
+1,810
+13% +$45.3K 0.02% 449
2018
Q3 		$383K Buy
+14,072
New +$408K 0.03% 430
2017
Q3 		– Sell
-2,638
Closed -$80.3K – 1128
2017
Q2 		$80.3K Buy
+2,638
New +$78.6K 0.01% 454

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $1.37T 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

NewEdge Advisors's WMB Position: Q1 2026 in Review

NewEdge Advisors increased its Williams Companies (WMB) stake by 75% in Q1 2026, buying an estimated $12.4M and bringing the position to 419,362 shares worth $30.5M. The position accounts for 0.11% of the portfolio, ranked #192.

NewEdge Advisors first reported a position in WMB in Q2 2017 and has held it in 26 quarters since. 1,816 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • NewEdge Advisors held 419,362 shares of Williams Companies worth $30.5M as of Q1 2026.
  • NewEdge Advisors bought 179,654 Williams Companies shares in Q1 2026, an estimated $12.4M.
  • Williams Companies made up 0.11% of NewEdge Advisors's portfolio in Q1 2026, its #192 holding.
  • NewEdge Advisors first reported a position in Williams Companies in Q2 2017 and has held it in 26 quarters since.
  • 1,816 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.