Tucker Asset Management’s Williams Companies WMB Stock Holding History

Tucker Asset Management’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	-400	Closed	-$24K	–	1029
2025 Q4	$24K	Buy	+400	New	+$24.2K	0.01%	427
2025 Q1	–	Sell	-215	Closed	-$11.6K	–	944
2024 Q4	$11.6K	Hold	215	–	–	﹤0.01%	706
2024 Q3	$9.81K	Hold	215	–	–	﹤0.01%	722
2024 Q2	$9.14K	Hold	215	–	–	﹤0.01%	878
2024 Q1	$8.38K	Buy	+215	New	+$7.64K	﹤0.01%	926
2021 Q1	–	Sell	-42	Closed	-$842	–	399
2020 Q4	$842	Buy	+42	New	+$851	﹤0.01%	341

Other funds holding WMB

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tucker Asset Management's WMB Position: Q1 2026 in Review

Tucker Asset Management sold out of Williams Companies (WMB) in Q1 2026, closing a stake of 400 shares — an estimated $24K sold.

Tucker Asset Management first reported a position in WMB in Q4 2020 and held it in 6 quarters. The position peaked at $24K in Q4 2025. 1,822 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Tucker Asset Management reported no remaining Williams Companies position as of Q1 2026 after selling out during the quarter.
Tucker Asset Management sold 400 Williams Companies shares in Q1 2026, an estimated $24K.
Tucker Asset Management first reported a position in Williams Companies in Q4 2020 and held it in 6 quarters.
Tucker Asset Management's Williams Companies position peaked at $24K in Q4 2025.
1,822 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.