Plante Moran Financial Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.4K | Buy |
170
+13
| +8% | +$900 | ﹤0.01% | 500 |
|
|
2025
Q4 | $9.44K | Hold |
157
| – | – | ﹤0.01% | 564 |
|
|
2025
Q3 | $9.95K | Hold |
157
| – | – | ﹤0.01% | 549 |
|
|
2025
Q2 | $9.86K | Hold |
157
| – | – | ﹤0.01% | 562 |
|
|
2025
Q1 | $9.38K | Sell |
157
-88
| -36% | -$5.04K | ﹤0.01% | 578 |
|
|
2024
Q4 | $13.3K | Buy |
245
+88
| +56% | +$4.74K | ﹤0.01% | 542 |
|
|
2024
Q3 | $7.17K | Hold |
157
| – | – | ﹤0.01% | 641 |
|
|
2024
Q2 | $6.67K | Hold |
157
| – | – | ﹤0.01% | 621 |
|
|
2024
Q1 | $6.12K | Hold |
157
| – | – | ﹤0.01% | 672 |
|
|
2023
Q4 | $5.47K | Sell |
157
-232
| -60% | -$8.14K | ﹤0.01% | 641 |
|
|
2023
Q3 | $13.1K | Buy |
389
+232
| +148% | +$7.92K | ﹤0.01% | 500 |
|
|
2023
Q2 | $5.12K | Hold |
157
| – | – | ﹤0.01% | 635 |
|
|
2023
Q1 | $4.69K | Hold |
157
| – | – | ﹤0.01% | 650 |
|
|
2022
Q4 | $5.17K | Hold |
157
| – | – | ﹤0.01% | 668 |
|
|
2022
Q3 | $4K | Sell |
157
-145
| -48% | -$4.72K | ﹤0.01% | 742 |
|
|
2022
Q2 | $9K | Buy |
302
+145
| +92% | +$5.01K | ﹤0.01% | 633 |
|
|
2022
Q1 | $5K | Sell |
157
-325
| -67% | -$9.93K | ﹤0.01% | 687 |
|
|
2021
Q4 | $13K | Buy |
482
+325
| +207% | +$8.98K | ﹤0.01% | 646 |
|
|
2021
Q3 | $4K | Hold |
157
| – | – | ﹤0.01% | 818 |
|
|
2021
Q2 | $4K | Sell |
157
-128
| -45% | -$3.28K | ﹤0.01% | 832 |
|
|
2021
Q1 | $7K | Buy |
285
+128
| +82% | +$2.91K | ﹤0.01% | 726 |
|
|
2020
Q4 | $3K | Hold |
157
| – | – | ﹤0.01% | 759 |
|
|
2020
Q3 | $3K | Hold |
157
| – | – | ﹤0.01% | 760 |
|
|
2020
Q2 | $3K | Hold |
157
| – | – | ﹤0.01% | 649 |
|
|
2020
Q1 | $2K | Sell |
157
-63
| -29% | -$1.22K | ﹤0.01% | 667 |
|
|
2019
Q4 | $5K | Hold |
220
| – | – | ﹤0.01% | 623 |
|
|
2019
Q3 | $5K | Hold |
220
| – | – | ﹤0.01% | 694 |
|
|
2019
Q2 | $6K | Buy |
220
+63
| +40% | +$1.75K | ﹤0.01% | 635 |
|
|
2019
Q1 | $5K | Hold |
157
| – | – | ﹤0.01% | 643 |
|
|
2018
Q4 | $3K | Hold |
157
| – | – | ﹤0.01% | 675 |
|
|
2018
Q3 | $4K | Hold |
157
| – | – | ﹤0.01% | 622 |
|
|
2018
Q2 | $4K | Sell |
157
-155
| -50% | -$4.09K | ﹤0.01% | 664 |
|
|
2018
Q1 | $8K | Hold |
312
| – | – | ﹤0.01% | 649 |
|
|
2017
Q4 | $10K | Hold |
312
| – | – | 0.01% | 602 |
|
|
2017
Q3 | $9K | Hold |
312
| – | – | 0.01% | 565 |
|
|
2017
Q2 | $9K | Hold |
312
| – | – | 0.01% | 579 |
|
|
2017
Q1 | $9K | Hold |
312
| – | – | 0.01% | 602 |
|
|
2016
Q4 | $10K | Hold |
312
| – | – | 0.01% | 596 |
|
|
2016
Q3 | $10K | Buy |
312
+155
| +99% | +$4.11K | 0.01% | 600 |
|
|
2016
Q2 | $3K | Hold |
157
| – | – | ﹤0.01% | 751 |
|
|
2016
Q1 | $3K | Hold |
157
| – | – | ﹤0.01% | 678 |
|
|
2015
Q4 | $4K | Sell |
157
-402
| -72% | -$14K | ﹤0.01% | 788 |
|
|
2015
Q3 | $21K | Hold |
559
| – | – | 0.02% | 378 |
|
|
2015
Q2 | $32K | Buy |
559
+271
| +94% | +$14K | 0.02% | 357 |
|
|
2015
Q1 | $15K | Sell |
288
-35
| -11% | -$1.62K | 0.01% | 453 |
|
|
2014
Q4 | $15K | Sell |
323
-340
| -51% | -$17.4K | 0.01% | 459 |
|
|
2014
Q3 | $37K | Hold |
663
| – | – | 0.03% | 303 |
|
|
2014
Q2 | $39K | Buy |
663
+131
| +25% | +$6.07K | 0.03% | 271 |
|
|
2014
Q1 | $22K | Hold |
532
| – | – | 0.02% | 241 |
|
|
2013
Q4 | $21K | Hold |
532
| – | – | 0.01% | 347 |
|
|
2013
Q3 | $19K | Hold |
532
| – | – | 0.01% | 291 |
|
|
2013
Q2 | $17K | Buy |
+532
| New | +$19.2K | 0.01% | 269 |
|
Other funds holding WMB
VCM
VPM
Plante Moran Financial Advisors's WMB Position: Q1 2026 in Review
Plante Moran Financial Advisors increased its Williams Companies (WMB) stake by 8.3% in Q1 2026, buying an estimated $900 and bringing the position to 170 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #500.
Plante Moran Financial Advisors first reported a position in WMB in Q2 2013 and has held it in 52 quarters since. The position peaked at $39K in Q2 2014. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.
- Plante Moran Financial Advisors held 170 shares of Williams Companies worth $12.4K as of Q1 2026.
- Plante Moran Financial Advisors bought 13 Williams Companies shares in Q1 2026, an estimated $900.
- Williams Companies made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #500 holding.
- Plante Moran Financial Advisors first reported a position in Williams Companies in Q2 2013 and has held it in 52 quarters since.
- Plante Moran Financial Advisors's Williams Companies position peaked at $39K in Q2 2014.
- 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.