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Savvy Advisors Inc’s Williams Companies WMB Stock Holding History

Savvy Advisors Inc’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 		$1.78M Buy
24,392
+9,363
+62% +$648K 0.05% 293
2025
Q4 		$903K Sell
15,029
-960
-6% -$58K 0.03% 389
2025
Q3 		$1.01M Buy
15,989
+3,717
+30% +$218K 0.05% 265
2025
Q2 		$771K Buy
12,272
+7,200
+142% +$425K 0.05% 262
2025
Q1 		$303K Buy
5,072
+1,142
+29% +$65.4K 0.03% 392
2024
Q4 		$213K Buy
+3,930
New +$212K 0.03% 422

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

Savvy Advisors Inc's WMB Position: Q1 2026 in Review

Savvy Advisors Inc increased its Williams Companies (WMB) stake by 62% in Q1 2026, buying an estimated $648K and bringing the position to 24,392 shares worth $1.78M. The position accounts for 0.05% of the portfolio, ranked #293.

Savvy Advisors Inc 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.

  • Savvy Advisors Inc held 24,392 shares of Williams Companies worth $1.78M as of Q1 2026.
  • Savvy Advisors Inc bought 9,363 Williams Companies shares in Q1 2026, an estimated $648K.
  • Williams Companies made up 0.05% of Savvy Advisors Inc's portfolio in Q1 2026, its #293 holding.
  • Savvy Advisors Inc 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 Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.