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OneDigital Investment Advisors’s Williams Companies WMB Stock Holding History

OneDigital Investment 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 		$6.97M Sell
95,775
-2,407
-2% -$167K 0.07% 221
2025
Q4 		$5.9M Buy
98,182
+83,858
+585% +$5.07M 0.06% 245
2025
Q3 		$907K Sell
14,324
-2,591
-15% -$152K 0.01% 691
2025
Q2 		$1.06M Sell
16,915
-1,071
-6% -$63.2K 0.01% 625
2025
Q1 		$1.07M Sell
17,986
-3,010
-14% -$172K 0.01% 583
2024
Q4 		$1.14M Sell
20,996
-47
-0.2% -$2.53K 0.01% 589
2024
Q3 		$961K Buy
21,043
+8,257
+65% +$363K 0.01% 667
2024
Q2 		$543K Buy
12,786
+2,555
+25% +$102K 0.01% 865
2024
Q1 		$399K Sell
10,231
-19,698
-66% -$700K 0.01% 821
2023
Q4 		$1.04M Buy
29,929
+21,383
+250% +$750K 0.02% 463
2023
Q3 		$288K Sell
8,546
-24
-0.3% -$819 0.01% 818
2023
Q2 		$280K Buy
8,570
+225
+3% +$6.75K 0.01% 857
2023
Q1 		$249K Sell
8,345
-1,005
-11% -$31K 0.01% 837
2022
Q4 		$308K Buy
9,350
+1,158
+14% +$37.7K 0.01% 665
2022
Q3 		$235K Sell
8,192
-1,695
-17% -$55.2K 0.01% 664
2022
Q2 		$309K Buy
9,887
+74
+0.8% +$2.56K 0.01% 548
2022
Q1 		$328K Buy
9,813
+1,237
+14% +$37.8K 0.01% 570
2021
Q4 		$223K Sell
8,576
-232
-3% -$6.41K 0.01% 697
2021
Q3 		$228K Buy
+8,808
New +$222K 0.01% 648
2019
Q3 		– Sell
-1,981
Closed -$56K – 1162
2019
Q2 		$56K Buy
1,981
+6
+0.3% +$167 ﹤0.01% 549
2019
Q1 		$57K Buy
1,975
+405
+26% +$10.9K 0.01% 475
2018
Q4 		$35K Sell
1,570
-2,211
-58% -$55.3K 0.01% 534
2018
Q3 		$103K Buy
3,781
+671
+22% +$19.5K 0.02% 267
2018
Q2 		$85K Sell
3,110
-110
-3% -$2.9K 0.02% 366
2018
Q1 		$80K Hold
3,220
– – 0.02% 395
2017
Q4 		$99K Buy
3,220
+1,757
+120% +$51.1K 0.01% 340
2017
Q3 		$44K Sell
1,463
-1,657
-53% -$50.4K 0.02% 417
2017
Q2 		$94K Buy
+3,120
New +$92.9K 0.03% 326

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

OneDigital Investment Advisors's WMB Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its Williams Companies (WMB) stake by 2.5% in Q1 2026, selling an estimated $167K and leaving 95,775 shares worth $6.97M. The position accounts for 0.07% of the portfolio, ranked #221.

OneDigital Investment Advisors first reported a position in WMB in Q2 2017 and has held it in 28 quarters since. 1,808 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • OneDigital Investment Advisors held 95,775 shares of Williams Companies worth $6.97M as of Q1 2026.
  • OneDigital Investment Advisors sold 2,407 Williams Companies shares in Q1 2026, an estimated $167K.
  • Williams Companies made up 0.07% of OneDigital Investment Advisors's portfolio in Q1 2026, its #221 holding.
  • OneDigital Investment Advisors first reported a position in Williams Companies in Q2 2017 and has held it in 28 quarters since.
  • 1,808 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.