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Valley National Advisers’s Williams Companies WMB Stock Holding History

Valley National Advisers’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 		$188K Buy
2,589
+76
+3% +$5.26K 0.02% 254
2025
Q4 		$151K Sell
2,513
-449
-15% -$27.1K 0.02% 273
2025
Q3 		$187K Sell
2,962
-40,062
-93% -$2.35M 0.03% 240
2025
Q2 		$2.7M Sell
43,024
-173
-0.4% -$10.2K 0.44% 47
2025
Q1 		$2.58M Buy
43,197
+631
+1% +$36.1K 0.47% 46
2024
Q4 		$2.3M Buy
42,566
+537
+1% +$28.9K 0.41% 54
2024
Q3 		$1.92M Buy
42,029
+39,880
+1,856% +$1.75M 0.35% 71
2024
Q2 		$91K Buy
2,149
+58
+3% +$2.33K 0.01% 315
2024
Q1 		$81K Sell
2,091
-161
-7% -$5.72K 0.01% 343
2023
Q4 		$78K Buy
2,252
+449
+25% +$15.8K 0.01% 344
2023
Q3 		$61K Buy
1,803
+310
+21% +$10.6K 0.01% 363
2023
Q2 		$49K Buy
1,493
+21
+1% +$630 0.01% 393
2023
Q1 		$45K Buy
1,472
+22
+2% +$680 0.01% 400
2022
Q4 		$47K Buy
1,450
+19
+1% +$619 0.01% 389
2022
Q3 		$44K Buy
1,431
+20
+1% +$652 0.01% 387
2022
Q2 		$44K Buy
1,411
+19
+1% +$656 0.01% 365
2022
Q1 		$47K Buy
1,392
+18
+1% +$550 0.01% 382
2021
Q4 		$36K Buy
1,374
+21
+2% +$580 0.01% 416
2021
Q3 		$35K Buy
1,353
+21
+2% +$529 0.01% 390
2021
Q2 		$35K Buy
1,332
+20
+2% +$512 0.01% 396
2021
Q1 		$31K Buy
1,312
+23
+2% +$522 0.01% 388
2020
Q4 		$26K Buy
1,289
+25
+2% +$507 0.01% 399
2020
Q3 		$25K Buy
1,264
+24
+2% +$489 0.01% 372
2020
Q2 		$24K Buy
1,240
+26
+2% +$484 0.01% 374
2020
Q1 		$17K Buy
1,214
+34
+3% +$658 ﹤0.01% 408
2019
Q4 		$28K Buy
1,180
+37
+3% +$848 0.01% 383
2019
Q3 		$27K Hold
1,143
– – 0.01% 380
2019
Q2 		$32K Buy
1,143
+16
+1% +$445 0.01% 335
2019
Q1 		$32K Sell
1,127
-72
-6% -$1.93K 0.01% 331
2018
Q4 		$26K Buy
1,199
+104
+9% +$2.6K 0.01% 327
2018
Q3 		$30K Buy
1,095
+13
+1% +$377 0.01% 306
2018
Q2 		$29K Buy
1,082
+13
+1% +$343 0.01% 301
2018
Q1 		$27K Sell
1,069
-63
-6% -$1.86K 0.01% 303
2017
Q4 		$35K Buy
1,132
+10
+0.9% +$291 0.01% 278
2017
Q3 		$34K Buy
1,122
+88
+9% +$2.68K 0.01% 282
2017
Q2 		$31K Buy
1,034
+11
+1% +$328 0.01% 290
2017
Q1 		$30K Buy
1,023
+10
+1% +$289 0.01% 289
2016
Q4 		$32K Buy
1,013
+6
+0.6% +$181 0.01% 295
2016
Q3 		$31K Buy
1,007
+7
+0.7% +$186 0.02% 271
2016
Q2 		$22K Buy
+1,000
New +$20.1K 0.01% 298

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

Valley National Advisers's WMB Position: Q1 2026 in Review

Valley National Advisers increased its Williams Companies (WMB) stake by 3% in Q1 2026, buying an estimated $5.26K and bringing the position to 2,589 shares worth $188K. The position accounts for 0.02% of the portfolio, ranked #254.

Valley National Advisers first reported a position in WMB in Q2 2016 and has held it in 40 quarters since. The position peaked at $2.7M in Q2 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Valley National Advisers held 2,589 shares of Williams Companies worth $188K as of Q1 2026.
  • Valley National Advisers bought 76 Williams Companies shares in Q1 2026, an estimated $5.26K.
  • Williams Companies made up 0.02% of Valley National Advisers's portfolio in Q1 2026, its #254 holding.
  • Valley National Advisers first reported a position in Williams Companies in Q2 2016 and has held it in 40 quarters since.
  • Valley National Advisers's Williams Companies position peaked at $2.7M in Q2 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.