Raymond James Financial
WMB icon

Raymond James Financial’s Williams Companies WMB Stock Holding History

Raymond James Financial’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 		$663M Buy
9,113,465
+13,203
+0.1% +$914K 0.2% 87
2025
Q4 		$547M Buy
9,100,262
+191,515
+2% +$11.6M 0.17% 103
2025
Q3 		$564M Sell
8,908,747
-85,500
-1% -$5.02M 0.18% 100
2025
Q2 		$565M Buy
8,994,247
+802,931
+10% +$47.4M 0.19% 89
2025
Q1 		$490M Sell
8,191,316
-1,359,069
-14% -$77.8M 0.18% 99
2024
Q4 		$517M Buy
+9,550,385
New +$515M 0.19% 95

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

Raymond James Financial's WMB Position: Q1 2026 in Review

Raymond James Financial increased its Williams Companies (WMB) stake by 0.15% in Q1 2026, buying an estimated $914K and bringing the position to 9,113,465 shares worth $663M. The position accounts for 0.2% of the portfolio, ranked #87.

Raymond James Financial first reported a position in WMB in Q4 2024 and has held it in 6 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Raymond James Financial held 9,113,465 shares of Williams Companies worth $663M as of Q1 2026.
  • Raymond James Financial bought 13,203 Williams Companies shares in Q1 2026, an estimated $914K.
  • Williams Companies made up 0.2% of Raymond James Financial's portfolio in Q1 2026, its #87 holding.
  • Raymond James Financial first reported a position in Williams Companies in Q4 2024 and has held it in 6 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.