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Sage Mountain Advisors’s Williams Companies WMB Stock Holding History

Sage Mountain 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 		– Sell
-16,691
Closed -$1M – 566
2025
Q4 		$1M Sell
16,691
-573
-3% -$34.6K 0.05% 160
2025
Q3 		$1.09M Sell
17,264
-299
-2% -$17.5K 0.06% 152
2025
Q2 		$1.1M Buy
17,563
+972
+6% +$57.4K 0.07% 126
2025
Q1 		$992K Buy
16,591
+692
+4% +$39.6K 0.07% 119
2024
Q4 		$860K Sell
15,899
-14
-0.1% -$754 0.06% 139
2024
Q3 		$726K Buy
15,913
+6,955
+78% +$306K 0.06% 148
2024
Q2 		$381K Buy
8,958
+2,597
+41% +$104K 0.04% 212
2024
Q1 		$248K Sell
6,361
-996
-14% -$35.4K 0.03% 281
2023
Q4 		$256K Buy
+7,357
New +$258K 0.03% 225

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sage Mountain Advisors's WMB Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Williams Companies (WMB) in Q1 2026, closing a stake of 16,691 shares — an estimated $1M sold.

Sage Mountain Advisors first reported a position in WMB in Q4 2023 and held it in 9 quarters. The position peaked at $1.1M in Q2 2025. 1,819 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Williams Companies position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 16,691 Williams Companies shares in Q1 2026, an estimated $1M.
  • Sage Mountain Advisors first reported a position in Williams Companies in Q4 2023 and held it in 9 quarters.
  • Sage Mountain Advisors's Williams Companies position peaked at $1.1M in Q2 2025.
  • 1,819 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.