SRH Advisors’s Williams Companies WMB Stock Holding History

SRH 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	-18	Closed	-$1.08K	–	302
2025 Q4	$1.08K	Hold	18	–	–	﹤0.01%	280
2025 Q3	$1.14K	Buy	+18	New	+$1.06K	﹤0.01%	267
2020 Q4	–	Sell	-333	Closed	-$7K	–	313
2020 Q3	$7K	Hold	333	–	–	0.01%	208
2020 Q2	$6K	Sell	333 -667	-67%	-$12.4K	0.01%	203
2020 Q1	$14K	Hold	1,000	–	–	0.04%	134
2019 Q4	$24K	Hold	1,000	–	–	0.08%	114
2019 Q3	$24K	Hold	1,000	–	–	0.08%	114
2019 Q2	$28K	Hold	1,000	–	–	0.1%	107
2019 Q1	$29K	Hold	1,000	–	–	0.1%	101
2018 Q4	$22K	Hold	1,000	–	–	0.08%	114
2018 Q3	$27K	Hold	1,000	–	–	0.09%	117
2018 Q2	$27K	Hold	1,000	–	–	0.1%	114
2018 Q1	$25K	Hold	1,000	–	–	0.1%	105
2017 Q4	$30K	Hold	1,000	–	–	0.12%	89
2017 Q3	$30K	Buy	+1,000	New	+$30.4K	0.13%	91

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

SRH Advisors's WMB Position: Q1 2026 in Review

SRH Advisors sold out of Williams Companies (WMB) in Q1 2026, closing a stake of 18 shares — an estimated $1.08K sold.

SRH Advisors first reported a position in WMB in Q3 2017 and held it in 15 quarters. The position peaked at $30K in Q4 2017. 1,810 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

SRH Advisors reported no remaining Williams Companies position as of Q1 2026 after selling out during the quarter.
SRH Advisors sold 18 Williams Companies shares in Q1 2026, an estimated $1.08K.
SRH Advisors first reported a position in Williams Companies in Q3 2017 and held it in 15 quarters.
SRH Advisors's Williams Companies position peaked at $30K in Q4 2017.
1,810 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.