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TKG Advisors’s Williams Companies WMB Stock Holding History

TKG 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 		$2.64M Sell
36,278
-9,130
-20% -$632K 1.09% 34
2025
Q4 		$2.73M Sell
45,408
-197
-0.4% -$11.9K 1.1% 31
2025
Q3 		$2.89M Buy
45,605
+1,475
+3% +$86.6K 1.24% 27
2025
Q2 		$2.77M Buy
44,130
+1,015
+2% +$59.9K 1.24% 24
2025
Q1 		$2.58M Sell
43,115
-1,464
-3% -$83.8K 1.27% 26
2024
Q4 		$2.66M Sell
44,579
-11,348
-20% -$612K 1.22% 26
2024
Q3 		$2.55M Sell
55,927
-3,294
-6% -$145K 1.26% 23
2024
Q2 		$2.52M Sell
59,221
-2,090
-3% -$83.8K 1.37% 21
2024
Q1 		$2.39M Buy
61,311
+801
+1% +$28.5K 1.33% 22
2023
Q4 		$2.11M Sell
60,510
-1,551
-2% -$54.4K 1.26% 27
2023
Q3 		$2.09M Sell
62,061
-1,260
-2% -$43K 1.39% 25
2023
Q2 		$2.07M Buy
63,321
+26,795
+73% +$804K 1.34% 26
2023
Q1 		$1.09M Buy
36,526
+3,698
+11% +$114K 0.68% 38
2022
Q4 		$1.08M Buy
32,828
+1,626
+5% +$52.9K 0.71% 38
2022
Q3 		$893K Sell
31,202
-19,160
-38% -$624K 0.71% 39
2022
Q2 		$1.57M Buy
50,362
+17,305
+52% +$597K 1.35% 29
2022
Q1 		$1.1M Sell
33,057
-32,364
-49% -$989K 0.88% 35
2021
Q4 		$1.7M Buy
+65,421
New +$1.81M 1.34% 30

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

TKG Advisors's WMB Position: Q1 2026 in Review

TKG Advisors reduced its Williams Companies (WMB) stake by 20% in Q1 2026, selling an estimated $632K and leaving 36,278 shares worth $2.64M. The position accounts for 1.09% of the portfolio, ranked #34.

TKG Advisors first reported a position in WMB in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.89M in Q3 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • TKG Advisors held 36,278 shares of Williams Companies worth $2.64M as of Q1 2026.
  • TKG Advisors sold 9,130 Williams Companies shares in Q1 2026, an estimated $632K.
  • Williams Companies made up 1.09% of TKG Advisors's portfolio in Q1 2026, its #34 holding.
  • TKG Advisors first reported a position in Williams Companies in Q4 2021 and has held it in 18 quarters since.
  • TKG Advisors's Williams Companies position peaked at $2.89M in Q3 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on TKG Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.