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Silver Oak Securities’s Williams Companies WMB Stock Holding History

Silver Oak Securities’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 		$380K Buy
5,227
+2,630
+101% +$182K 0.03% 516
2025
Q4 		$156K Sell
2,597
-485
-16% -$29.3K 0.01% 770
2025
Q3 		$195K Sell
3,082
-612
-17% -$35.9K 0.01% 707
2025
Q2 		$232K Buy
3,694
+1,478
+67% +$87.3K 0.02% 616
2025
Q1 		$131K Buy
+2,216
New +$127K 0.01% 615
2024
Q2 		– Sell
-862
Closed -$33.6K – 532
2024
Q1 		$33.6K Buy
+862
New +$30.6K 0.01% 450

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

Silver Oak Securities's WMB Position: Q1 2026 in Review

Silver Oak Securities increased its Williams Companies (WMB) stake by 101% in Q1 2026, buying an estimated $182K and bringing the position to 5,227 shares worth $380K. The position accounts for 0.03% of the portfolio, ranked #516.

Silver Oak Securities first reported a position in WMB in Q1 2024 and has held it in 6 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Silver Oak Securities held 5,227 shares of Williams Companies worth $380K as of Q1 2026.
  • Silver Oak Securities bought 2,630 Williams Companies shares in Q1 2026, an estimated $182K.
  • Williams Companies made up 0.03% of Silver Oak Securities's portfolio in Q1 2026, its #516 holding.
  • Silver Oak Securities first reported a position in Williams Companies in Q1 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 Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.