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Sanctuary Advisors’s Williams Companies WMB Stock Holding History

Sanctuary 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 		$30.6M Sell
420,652
-77,923
-16% -$5.4M 0.17% 131
2025
Q4 		$30M Buy
498,575
+11,076
+2% +$670K 0.16% 126
2025
Q3 		$30.9M Sell
487,499
-1,647
-0.3% -$96.7K 0.18% 114
2025
Q2 		$30.7M Buy
489,146
+16,205
+3% +$957K 0.19% 112
2025
Q1 		$28.3M Buy
472,941
+8,140
+2% +$466K 0.2% 111
2024
Q4 		$26.3M Buy
464,801
+12,062
+3% +$650K 0.17% 125
2024
Q3 		$27M Buy
452,739
+134,643
+42% +$5.92M 0.17% 122
2024
Q2 		$12.5M Buy
+318,096
New +$12.8M 0.09% 240

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

Sanctuary Advisors's WMB Position: Q1 2026 in Review

Sanctuary Advisors reduced its Williams Companies (WMB) stake by 16% in Q1 2026, selling an estimated $5.4M and leaving 420,652 shares worth $30.6M. The position accounts for 0.17% of the portfolio, ranked #131.

Sanctuary Advisors first reported a position in WMB in Q2 2024 and has held it in 8 quarters since. The position peaked at $30.9M in Q3 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Sanctuary Advisors held 420,652 shares of Williams Companies worth $30.6M as of Q1 2026.
  • Sanctuary Advisors sold 77,923 Williams Companies shares in Q1 2026, an estimated $5.4M.
  • Williams Companies made up 0.17% of Sanctuary Advisors's portfolio in Q1 2026, its #131 holding.
  • Sanctuary Advisors first reported a position in Williams Companies in Q2 2024 and has held it in 8 quarters since.
  • Sanctuary Advisors's Williams Companies position peaked at $30.9M in Q3 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.