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Resurgent Financial Advisors’s Williams Companies WMB Stock Holding History

Resurgent Financial 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 		$308K Buy
4,229
+319
+8% +$22.1K 0.11% 201
2025
Q4 		$235K Buy
3,910
+163
+4% +$9.86K 0.12% 191
2025
Q3 		$237K Sell
3,747
-390
-9% -$22.9K 0.12% 191
2025
Q2 		$260K Sell
4,137
-119
-3% -$7.03K 0.14% 163
2025
Q1 		$254K Sell
4,256
-244
-5% -$14K 0.15% 155
2024
Q4 		$244K Sell
4,500
-1,187
-21% -$64K 0.14% 154
2024
Q3 		$260K Sell
5,687
-1,119
-16% -$49.2K 0.15% 150
2024
Q2 		$289K Sell
6,806
-2,400
-26% -$96.3K 0.18% 143
2024
Q1 		$359K Buy
9,206
+1,808
+24% +$64.2K 0.19% 137
2023
Q4 		$258K Sell
7,398
-1,482
-17% -$52K 0.16% 143
2023
Q3 		$299K Buy
8,880
+758
+9% +$25.9K 0.2% 113
2023
Q2 		$265K Sell
8,122
-23
-0.3% -$690 0.18% 116
2023
Q1 		$243K Sell
8,145
-3,079
-27% -$95.1K 0.16% 126
2022
Q4 		$369K Buy
11,224
+4,218
+60% +$137K 0.19% 119
2022
Q3 		$200K Buy
+7,006
New +$228K 0.13% 192
2022
Q2 		– Sell
-6,725
Closed -$225K – 225
2022
Q1 		$225K Buy
+6,725
New +$206K 0.14% 162

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

Resurgent Financial Advisors's WMB Position: Q1 2026 in Review

Resurgent Financial Advisors increased its Williams Companies (WMB) stake by 8.2% in Q1 2026, buying an estimated $22.1K and bringing the position to 4,229 shares worth $308K. The position accounts for 0.11% of the portfolio, ranked #201.

Resurgent Financial Advisors first reported a position in WMB in Q1 2022 and has held it in 16 quarters since. The position peaked at $369K in Q4 2022. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Resurgent Financial Advisors held 4,229 shares of Williams Companies worth $308K as of Q1 2026.
  • Resurgent Financial Advisors bought 319 Williams Companies shares in Q1 2026, an estimated $22.1K.
  • Williams Companies made up 0.11% of Resurgent Financial Advisors's portfolio in Q1 2026, its #201 holding.
  • Resurgent Financial Advisors first reported a position in Williams Companies in Q1 2022 and has held it in 16 quarters since.
  • Resurgent Financial Advisors's Williams Companies position peaked at $369K in Q4 2022.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.