Sovran Advisors’s Williams Companies WMB Stock Holding History

Sovran Advisors’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	–	Sell	-5,729	Closed	-$345K	–	612
2025 Q4	$345K	Sell	5,729 -166	-3%	-$10K	0.03%	421
2025 Q3	$340K	Sell	5,895 -779	-12%	-$45.7K	0.03%	413
2025 Q2	$385K	Sell	6,674 -618	-8%	-$36.5K	0.04%	359
2025 Q1	$427K	Buy	7,292 +1,111	+18%	+$63.6K	0.06%	313
2024 Q4	$359K	Buy	+6,181	New	+$333K	0.05%	313

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sovran Advisors's WMB Position: Q1 2026 in Review

Sovran Advisors sold out of Williams Companies (WMB) in Q1 2026, closing a stake of 5,729 shares — an estimated $345K sold.

Sovran Advisors first reported a position in WMB in Q4 2024 and held it in 5 quarters. The position peaked at $427K in Q1 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Sovran Advisors reported no remaining Williams Companies position as of Q1 2026 after selling out during the quarter.
Sovran Advisors sold 5,729 Williams Companies shares in Q1 2026, an estimated $345K.
Sovran Advisors first reported a position in Williams Companies in Q4 2024 and held it in 5 quarters.
Sovran Advisors's Williams Companies position peaked at $427K in Q1 2025.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Sovran Advisors's 13F filing for Q1 2026, filed 1 May 2026.