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Sound View Wealth Advisors Group’s Williams Companies WMB Stock Holding History

Sound View Wealth Advisors Group’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 		$3.54M Sell
48,609
-662
-1% -$45.8K 0.24% 92
2025
Q4 		$2.96M Buy
49,271
+498
+1% +$30.1K 0.2% 107
2025
Q3 		$3.09M Sell
48,773
-645
-1% -$37.9K 0.21% 104
2025
Q2 		$3.1M Sell
49,418
-17,292
-26% -$1.02M 0.23% 98
2025
Q1 		$3.99M Buy
66,710
+1,170
+2% +$67K 0.33% 70
2024
Q4 		$3.55M Sell
65,540
-5,066
-7% -$273K 0.29% 77
2024
Q3 		$3.22M Buy
70,606
+14,950
+27% +$657K 0.26% 84
2024
Q2 		$2.37M Buy
55,656
+2,724
+5% +$109K 0.24% 93
2024
Q1 		$2.06M Buy
52,932
+3,047
+6% +$108K 0.22% 108
2023
Q4 		$1.74M Sell
49,885
-985
-2% -$34.6K 0.19% 116
2023
Q3 		$1.71M Buy
50,870
+3,282
+7% +$112K 0.21% 102
2023
Q2 		$1.55M Buy
47,588
+4,914
+12% +$147K 0.2% 109
2023
Q1 		$1.27M Sell
42,674
-7,211
-14% -$223K 0.17% 118
2022
Q4 		$1.74M Buy
49,885
+27,310
+121% +$889K 0.19% 116
2022
Q3 		$646K Buy
22,575
+10,878
+93% +$354K 0.14% 135
2022
Q2 		$365K Sell
11,697
-1,658
-12% -$57.2K 0.08% 195
2022
Q1 		$446K Buy
13,355
+4,834
+57% +$148K 0.08% 190
2021
Q4 		$222K Buy
+8,521
New +$235K 0.04% 273
2019
Q3 		– Sell
-7,462
Closed -$209K – 250
2019
Q2 		$209K Buy
+7,462
New +$207K 0.06% 235

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

Sound View Wealth Advisors Group's WMB Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Williams Companies (WMB) stake by 1.3% in Q1 2026, selling an estimated $45.8K and leaving 48,609 shares worth $3.54M. The position accounts for 0.24% of the portfolio, ranked #92.

Sound View Wealth Advisors Group first reported a position in WMB in Q2 2019 and has held it in 19 quarters since. The position peaked at $3.99M in Q1 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Sound View Wealth Advisors Group held 48,609 shares of Williams Companies worth $3.54M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 662 Williams Companies shares in Q1 2026, an estimated $45.8K.
  • Williams Companies made up 0.24% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #92 holding.
  • Sound View Wealth Advisors Group first reported a position in Williams Companies in Q2 2019 and has held it in 19 quarters since.
  • Sound View Wealth Advisors Group's Williams Companies position peaked at $3.99M in Q1 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.