VA
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Valmark Advisers’s Williams Companies WMB Stock Holding History

Valmark 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 		$634K Buy
8,705
+1,689
+24% +$117K 0.01% 424
2025
Q4 		$422K Buy
7,016
+453
+7% +$27.4K 0.01% 476
2025
Q3 		$416K Buy
6,563
+128
+2% +$7.51K 0.01% 473
2025
Q2 		$404K Buy
6,435
+238
+4% +$14.1K 0.01% 481
2025
Q1 		$370K Sell
6,197
-31
-0.5% -$1.77K 0.01% 478
2024
Q4 		$337K Sell
6,228
-83
-1% -$4.47K 0.01% 487
2024
Q3 		$288K Buy
6,311
+140
+2% +$6.15K ﹤0.01% 508
2024
Q2 		$262K Buy
6,171
+171
+3% +$6.86K ﹤0.01% 498
2024
Q1 		$234K Buy
+6,000
New +$213K ﹤0.01% 494

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

Valmark Advisers's WMB Position: Q1 2026 in Review

Valmark Advisers increased its Williams Companies (WMB) stake by 24% in Q1 2026, buying an estimated $117K and bringing the position to 8,705 shares worth $634K. The position accounts for 0.01% of the portfolio, ranked #424.

Valmark Advisers first reported a position in WMB in Q1 2024 and has held it in 9 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Valmark Advisers held 8,705 shares of Williams Companies worth $634K as of Q1 2026.
  • Valmark Advisers bought 1,689 Williams Companies shares in Q1 2026, an estimated $117K.
  • Williams Companies made up 0.01% of Valmark Advisers's portfolio in Q1 2026, its #424 holding.
  • Valmark Advisers first reported a position in Williams Companies in Q1 2024 and has held it in 9 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.