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Verdence Capital Advisors’s Williams Companies WMB Stock Holding History

Verdence Capital 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 		$1.31M Buy
18,025
+514
+3% +$35.6K 0.08% 243
2025
Q4 		$1.05M Sell
17,511
-12,539
-42% -$758K 0.06% 266
2025
Q3 		$1.73M Buy
30,050
+17,326
+136% +$1.02M 0.1% 202
2025
Q2 		$799K Buy
12,724
+157
+1% +$9.27K 0.05% 299
2025
Q1 		$751K Sell
12,567
-2,238
-15% -$128K 0.06% 288
2024
Q4 		$801K Sell
14,805
-8,639
-37% -$466K 0.06% 275
2024
Q3 		$1.07M Sell
23,444
-13,628
-37% -$599K 0.09% 249
2024
Q2 		$1.58M Sell
37,072
-6,935
-16% -$278K 0.14% 181
2024
Q1 		$1.71M Buy
44,007
+2,981
+7% +$106K 0.16% 167
2023
Q4 		$1.43M Buy
41,026
+387
+1% +$13.6K 0.14% 171
2023
Q3 		$1.37M Buy
40,639
+2,263
+6% +$77.2K 0.15% 164
2023
Q2 		$1.25M Buy
38,376
+917
+2% +$27.5K 0.15% 165
2023
Q1 		$1.12M Buy
37,459
+1,091
+3% +$33.7K 0.14% 179
2022
Q4 		$1.2M Buy
36,368
+43
+0.1% +$1.4K 0.15% 155
2022
Q3 		$1.04M Buy
36,325
+4,092
+13% +$133K 0.14% 161
2022
Q2 		$1.01M Sell
32,233
-24,836
-44% -$857K 0.13% 176
2022
Q1 		$1.91M Sell
57,069
-1,139
-2% -$34.8K 0.22% 117
2021
Q4 		$1.52M Buy
58,208
+8,006
+16% +$221K 0.18% 129
2021
Q3 		$1.3M Buy
50,202
+925
+2% +$23.3K 0.17% 137
2021
Q2 		$1.31M Buy
49,277
+32,756
+198% +$839K 0.18% 129
2021
Q1 		$391K Buy
+16,521
New +$375K 0.07% 282

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

Verdence Capital Advisors's WMB Position: Q1 2026 in Review

Verdence Capital Advisors increased its Williams Companies (WMB) stake by 2.9% in Q1 2026, buying an estimated $35.6K and bringing the position to 18,025 shares worth $1.31M. The position accounts for 0.08% of the portfolio, ranked #243.

Verdence Capital Advisors first reported a position in WMB in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.91M in Q1 2022. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Verdence Capital Advisors held 18,025 shares of Williams Companies worth $1.31M as of Q1 2026.
  • Verdence Capital Advisors bought 514 Williams Companies shares in Q1 2026, an estimated $35.6K.
  • Williams Companies made up 0.08% of Verdence Capital Advisors's portfolio in Q1 2026, its #243 holding.
  • Verdence Capital Advisors first reported a position in Williams Companies in Q1 2021 and has held it in 21 quarters since.
  • Verdence Capital Advisors's Williams Companies position peaked at $1.91M in Q1 2022.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.