Tred Avon Family Wealth’s Williams Companies WMB Stock Holding History

Tred Avon Family Wealth’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	-5,199	Closed	-$313K	–	272
2025 Q4	$313K	Buy	5,199 +342	+7%	+$20.7K	0.1%	211
2025 Q3	$308K	Buy	+4,857	New	+$285K	0.11%	206

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

Tred Avon Family Wealth's WMB Position: Q1 2026 in Review

Tred Avon Family Wealth sold out of Williams Companies (WMB) in Q1 2026, closing a stake of 5,199 shares — an estimated $313K sold.

Tred Avon Family Wealth first reported a position in WMB in Q3 2025 and held it in 2 quarters. The position peaked at $313K in Q4 2025. 1,810 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Tred Avon Family Wealth reported no remaining Williams Companies position as of Q1 2026 after selling out during the quarter.
Tred Avon Family Wealth sold 5,199 Williams Companies shares in Q1 2026, an estimated $313K.
Tred Avon Family Wealth first reported a position in Williams Companies in Q3 2025 and held it in 2 quarters.
Tred Avon Family Wealth's Williams Companies position peaked at $313K in Q4 2025.
1,810 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.