Strategic Investment Advisors’s Williams Companies WMB Stock Holding History

Strategic Investment 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	$341K	Buy	4,686 +1,027	+28%	+$71.1K	0.02%	255
2025 Q4	$220K	Sell	3,659 -997	-21%	-$60.3K	0.02%	229
2025 Q3	$295K	Buy	+4,656	New	+$273K	0.03%	213
2023 Q4	–	Sell	-35,460	Closed	-$1.19M	–	255
2023 Q3	$1.19M	Sell	35,460 -31,160	-47%	-$1.06M	0.2%	77
2023 Q2	$2.17M	Buy	66,620 +56,342	+548%	+$1.69M	0.3%	39
2023 Q1	$307K	Buy	10,278 +570	+6%	+$17.6K	0.06%	195
2022 Q4	$319K	Buy	+9,708	New	+$316K	0.07%	183
2022 Q3	–	Sell	-56,473	Closed	-$1.76M	–	216
2022 Q2	$1.76M	Sell	56,473 -2,122	-4%	-$73.3K	0.35%	47
2022 Q1	$1.96M	Sell	58,595 -1,837	-3%	-$56.1K	0.37%	46
2021 Q4	$1.57M	Buy	60,432 +1,975	+3%	+$54.6K	0.3%	61
2021 Q3	$1.52M	Buy	58,457 +6,099	+12%	+$154K	0.33%	59
2021 Q2	$1.39M	Buy	52,358 +23,121	+79%	+$592K	0.32%	67
2021 Q1	$693K	Buy	+29,237	New	+$664K	0.18%	102

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Strategic Investment Advisors's WMB Position: Q1 2026 in Review

Strategic Investment Advisors increased its Williams Companies (WMB) stake by 28% in Q1 2026, buying an estimated $71.1K and bringing the position to 4,686 shares worth $341K. The position accounts for 0.02% of the portfolio, ranked #255.

Strategic Investment Advisors first reported a position in WMB in Q1 2021 and has held it in 13 quarters since. The position peaked at $2.17M in Q2 2023. 1,814 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Strategic Investment Advisors held 4,686 shares of Williams Companies worth $341K as of Q1 2026.
Strategic Investment Advisors bought 1,027 Williams Companies shares in Q1 2026, an estimated $71.1K.
Williams Companies made up 0.02% of Strategic Investment Advisors's portfolio in Q1 2026, its #255 holding.
Strategic Investment Advisors first reported a position in Williams Companies in Q1 2021 and has held it in 13 quarters since.
Strategic Investment Advisors's Williams Companies position peaked at $2.17M in Q2 2023.
1,814 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.