Sigma Planning Corp’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.11M | Sell |
28,950
-309
| -1% | -$21.4K | 0.06% | 323 |
|
|
2025
Q4 | $1.76M | Sell |
29,259
-195
| -0.7% | -$11.8K | 0.05% | 357 |
|
|
2025
Q3 | $1.87M | Sell |
29,454
-3,266
| -10% | -$192K | 0.05% | 344 |
|
|
2025
Q2 | $2.06M | Buy |
32,720
+342
| +1% | +$20.2K | 0.06% | 301 |
|
|
2025
Q1 | $1.93M | Buy |
32,378
+645
| +2% | +$36.9K | 0.06% | 295 |
|
|
2024
Q4 | $1.72M | Buy |
31,733
+2,811
| +10% | +$151K | 0.05% | 324 |
|
|
2024
Q3 | $1.32M | Buy |
28,922
+844
| +3% | +$37.1K | 0.04% | 405 |
|
|
2024
Q2 | $1.19M | Buy |
28,078
+7,535
| +37% | +$302K | 0.04% | 428 |
|
|
2024
Q1 | $801K | Buy |
20,543
+14,164
| +222% | +$503K | 0.03% | 577 |
|
|
2023
Q4 | $222K | Sell |
6,379
-25,878
| -80% | -$908K | 0.02% | 743 |
|
|
2023
Q3 | $1.09M | Buy |
32,257
+91
| +0.3% | +$3.11K | 0.04% | 431 |
|
|
2023
Q2 | $1.05M | Sell |
32,166
-9,855
| -23% | -$296K | 0.04% | 437 |
|
|
2023
Q1 | $1.25M | Sell |
42,021
-723
| -2% | -$22.3K | 0.04% | 424 |
|
|
2022
Q4 | $1.41M | Buy |
42,744
+22,514
| +111% | +$733K | 0.05% | 373 |
|
|
2022
Q3 | $579K | Sell |
20,230
-10,349
| -34% | -$337K | 0.02% | 676 |
|
|
2022
Q2 | $954K | Sell |
30,579
-8,154
| -21% | -$282K | 0.03% | 480 |
|
|
2022
Q1 | $1.29M | Sell |
38,733
-2
| -0% | -$61 | 0.04% | 440 |
|
|
2021
Q4 | $1.01M | Sell |
38,735
-1,003
| -3% | -$27.7K | 0.03% | 541 |
|
|
2021
Q3 | $1.03M | Buy |
39,738
+6,699
| +20% | +$169K | 0.03% | 530 |
|
|
2021
Q2 | $877K | Buy |
33,039
+13,590
| +70% | +$348K | 0.03% | 603 |
|
|
2021
Q1 | $461K | Buy |
19,449
+1,330
| +7% | +$30.2K | 0.01% | 794 |
|
|
2020
Q4 | $363K | Buy |
+18,119
| New | +$367K | 0.01% | 806 |
|
|
2019
Q3 | – | Sell |
-18,264
| Closed | -$512K | – | 1073 |
|
|
2019
Q2 | $512K | Sell |
18,264
-1,391
| -7% | -$38.7K | 0.03% | 542 |
|
|
2019
Q1 | $565K | Buy |
+19,655
| New | +$527K | 0.03% | 479 |
|
|
2017
Q4 | – | Sell |
-8,727
| Closed | -$262K | – | 906 |
|
|
2017
Q3 | $262K | Buy |
+8,727
| New | +$266K | 0.02% | 655 |
|
|
2015
Q4 | – | Sell |
-6,165
| Closed | -$227K | – | 742 |
|
|
2015
Q3 | $227K | Buy |
6,165
+1,829
| +42% | +$91.1K | 0.04% | 526 |
|
|
2015
Q2 | $249K | Sell |
4,336
-4,263
| -50% | -$220K | 0.03% | 551 |
|
|
2015
Q1 | $435K | Buy |
8,599
+853
| +11% | +$39.5K | 0.06% | 388 |
|
|
2014
Q4 | $348K | Buy |
+7,746
| New | +$396K | 0.05% | 449 |
|
Other funds holding WMB
VCM
VPM
Sigma Planning Corp's WMB Position: Q1 2026 in Review
Sigma Planning Corp reduced its Williams Companies (WMB) stake by 1.1% in Q1 2026, selling an estimated $21.4K and leaving 28,950 shares worth $2.11M. The position accounts for 0.06% of the portfolio, ranked #323.
Sigma Planning Corp first reported a position in WMB in Q4 2014 and has held it in 29 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.
- Sigma Planning Corp held 28,950 shares of Williams Companies worth $2.11M as of Q1 2026.
- Sigma Planning Corp sold 309 Williams Companies shares in Q1 2026, an estimated $21.4K.
- Williams Companies made up 0.06% of Sigma Planning Corp's portfolio in Q1 2026, its #323 holding.
- Sigma Planning Corp first reported a position in Williams Companies in Q4 2014 and has held it in 29 quarters since.
- 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.
Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.