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Sunbelt Securities’s Williams Companies WMB Stock Holding History

Sunbelt Securities’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 		$1.51M Buy
20,725
+7
+0% +$485 0.1% 183
2025
Q4 		$1.25M Buy
20,718
+64
+0.3% +$3.87K 0.08% 197
2025
Q3 		$1.31M Buy
20,654
+19,967
+2,906% +$1.17M 0.09% 193
2025
Q2 		$37.2K Sell
687
-3,372
-83% -$199K ﹤0.01% 1005
2025
Q1 		$243K Buy
4,059
+3,372
+491% +$193K 0.02% 518
2024
Q4 		$37.2K Sell
687
-1,212
-64% -$65.3K ﹤0.01% 1006
2024
Q3 		$86.7K Buy
1,899
+212
+13% +$9.32K 0.01% 800
2024
Q2 		$71.7K Buy
1,687
+633
+60% +$25.4K 0.01% 816
2024
Q1 		$41.1K Hold
1,054
– – ﹤0.01% 923
2023
Q4 		$36.7K Hold
1,054
– – ﹤0.01% 882
2023
Q3 		$35.5K Hold
1,054
– – ﹤0.01% 878
2023
Q2 		$34.4K Sell
1,054
-2,500
-70% -$75K ﹤0.01% 880
2023
Q1 		$105K Buy
+3,554
New +$110K 0.02% 572
2022
Q1 		– Sell
-18,845
Closed -$573K – 489
2021
Q4 		$573K Buy
18,845
+82
+0.4% +$2.27K 0.09% 250
2021
Q3 		$474K Hold
18,763
– – 0.09% 259
2021
Q2 		$474K Sell
18,763
-153
-0.8% -$3.92K 0.09% 259
2021
Q1 		$448K Hold
18,916
– – 0.09% 256
2020
Q4 		$379K Buy
+18,916
New +$383K 0.08% 274
2020
Q1 		– Sell
-38,992
Closed -$925K – 659
2019
Q4 		$925K Sell
38,992
-5,777
-13% -$132K 0.1% 211
2019
Q3 		$1.08M Buy
+44,769
New +$1.13M 0.12% 174

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

Sunbelt Securities's WMB Position: Q1 2026 in Review

Sunbelt Securities increased its Williams Companies (WMB) stake by 0.03% in Q1 2026, buying an estimated $485 and bringing the position to 20,725 shares worth $1.51M. The position accounts for 0.1% of the portfolio, ranked #183.

Sunbelt Securities first reported a position in WMB in Q3 2019 and has held it in 20 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Sunbelt Securities held 20,725 shares of Williams Companies worth $1.51M as of Q1 2026.
  • Sunbelt Securities bought 7 Williams Companies shares in Q1 2026, an estimated $485.
  • Williams Companies made up 0.1% of Sunbelt Securities's portfolio in Q1 2026, its #183 holding.
  • Sunbelt Securities first reported a position in Williams Companies in Q3 2019 and has held it in 20 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.