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Private Advisor Group’s Williams Companies WMB Stock Holding History

Private Advisor Group’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
2023
Q4 		– Sell
-85,100
Closed -$28.7K – 2537
2023
Q3 		$28.7K Buy
+85,100
New +$2.9M ﹤0.01% 2071

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

Private Advisor Group's WMB Position: Q1 2026 in Review

Private Advisor Group increased its Williams Companies (WMB) stake by 2.8% in Q1 2026, buying an estimated $257K and bringing the position to 137,202 shares worth $9.99M. The position accounts for 0.05% of the portfolio, ranked #403.

Private Advisor Group first reported a position in WMB in Q4 2013 and has held it in 50 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Private Advisor Group held 137,202 shares of Williams Companies worth $9.99M as of Q1 2026.
  • Private Advisor Group bought 3,706 Williams Companies shares in Q1 2026, an estimated $257K.
  • Williams Companies made up 0.05% of Private Advisor Group's portfolio in Q1 2026, its #403 holding.
  • Private Advisor Group first reported a position in Williams Companies in Q4 2013 and has held it in 50 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.