Values First Advisors’s Williams Companies WMB Stock Holding History

Values First 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	$715K	Buy	9,830 +255	+3%	+$17.7K	0.37%	71
2025 Q4	$576K	Sell	9,575 -1,728	-15%	-$104K	0.3%	95
2025 Q3	$716K	Sell	11,303 -86	-0.8%	-$5.05K	0.38%	73
2025 Q2	$715K	Sell	11,389 -74	-0.6%	-$4.37K	0.39%	78
2025 Q1	$684K	Sell	11,463 -1,046	-8%	-$59.9K	0.4%	63
2024 Q4	$677K	Buy	12,509 +3,311	+36%	+$178K	0.37%	74
2024 Q3	$420K	Buy	9,198 +408	+5%	+$17.9K	0.23%	100
2024 Q2	$374K	Sell	8,790 -263	-3%	-$10.6K	0.22%	102
2024 Q1	$353K	Buy	9,053 +2,858	+46%	+$102K	0.21%	122
2023 Q4	$216K	Sell	6,195 -6,702	-52%	-$235K	0.13%	143
2023 Q3	$434K	Sell	12,897 -419	-3%	-$14.3K	0.28%	101
2023 Q2	$434K	Buy	13,316 +468	+4%	+$14K	0.26%	103
2023 Q1	$384K	Buy	12,848 +509	+4%	+$15.7K	0.24%	105
2022 Q4	$406K	Sell	12,339 -306	-2%	-$9.96K	0.28%	95
2022 Q3	$362K	Sell	12,645 -36	-0.3%	-$1.17K	0.26%	102
2022 Q2	$396K	Buy	12,681 +1,297	+11%	+$44.8K	0.28%	95
2022 Q1	$380K	Buy	+11,384	New	+$348K	0.24%	111

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

Values First Advisors's WMB Position: Q1 2026 in Review

Values First Advisors increased its Williams Companies (WMB) stake by 2.7% in Q1 2026, buying an estimated $17.7K and bringing the position to 9,830 shares worth $715K. The position accounts for 0.37% of the portfolio, ranked #71.

Values First Advisors first reported a position in WMB in Q1 2022 and has held it in 17 quarters since. The position peaked at $716K in Q3 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Values First Advisors held 9,830 shares of Williams Companies worth $715K as of Q1 2026.
Values First Advisors bought 255 Williams Companies shares in Q1 2026, an estimated $17.7K.
Williams Companies made up 0.37% of Values First Advisors's portfolio in Q1 2026, its #71 holding.
Values First Advisors first reported a position in Williams Companies in Q1 2022 and has held it in 17 quarters since.
Values First Advisors's Williams Companies position peaked at $716K in Q3 2025.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.