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Smartleaf Asset Management’s Williams Companies WMB Stock Holding History

Smartleaf Asset Management’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 		$1.96M Buy
27,068
+751
+3% +$52K 0.07% 248
2025
Q4 		$1.58M Buy
26,317
+890
+4% +$53.8K 0.06% 278
2025
Q3 		$1.63M Buy
25,427
+9,490
+60% +$557K 0.1% 226
2025
Q2 		$999K Sell
15,937
-1,055
-6% -$62.3K 0.09% 254
2025
Q1 		$1.01M Sell
16,992
-3,030
-15% -$173K 0.1% 229
2024
Q4 		$1.08M Buy
20,022
+1,234
+7% +$66.5K 0.11% 198
2024
Q3 		$848K Buy
18,788
+3,905
+26% +$172K 0.1% 221
2024
Q2 		$629K Buy
14,883
+5,231
+54% +$210K 0.1% 223
2024
Q1 		$372K Buy
9,652
+5,317
+123% +$189K 0.07% 253
2023
Q4 		$151K Buy
+4,335
New +$152K 0.04% 362

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

Smartleaf Asset Management's WMB Position: Q1 2026 in Review

Smartleaf Asset Management increased its Williams Companies (WMB) stake by 2.9% in Q1 2026, buying an estimated $52K and bringing the position to 27,068 shares worth $1.96M. The position accounts for 0.07% of the portfolio, ranked #248.

Smartleaf Asset Management first reported a position in WMB in Q4 2023 and has held it in 10 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Smartleaf Asset Management held 27,068 shares of Williams Companies worth $1.96M as of Q1 2026.
  • Smartleaf Asset Management bought 751 Williams Companies shares in Q1 2026, an estimated $52K.
  • Williams Companies made up 0.07% of Smartleaf Asset Management's portfolio in Q1 2026, its #248 holding.
  • Smartleaf Asset Management first reported a position in Williams Companies in Q4 2023 and has held it in 10 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.