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VestGen Advisors’s Williams Companies WMB Stock Holding History

VestGen 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 		$932K Buy
12,471
+4,198
+51% +$291K 0.02% 478
2025
Q4 		$497K Buy
8,273
+1,561
+23% +$94.4K 0.02% 487
2025
Q3 		$425K Buy
6,712
+3,256
+94% +$191K 0.01% 511
2025
Q2 		$217K Buy
+3,456
New +$204K 0.01% 556

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

VestGen Advisors's WMB Position: Q1 2026 in Review

VestGen Advisors increased its Williams Companies (WMB) stake by 51% in Q1 2026, buying an estimated $291K and bringing the position to 12,471 shares worth $932K. The position accounts for 0.02% of the portfolio, ranked #478.

VestGen Advisors first reported a position in WMB in Q2 2025 and has held it in 4 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • VestGen Advisors held 12,471 shares of Williams Companies worth $932K as of Q1 2026.
  • VestGen Advisors bought 4,198 Williams Companies shares in Q1 2026, an estimated $291K.
  • Williams Companies made up 0.02% of VestGen Advisors's portfolio in Q1 2026, its #478 holding.
  • VestGen Advisors first reported a position in Williams Companies in Q2 2025 and has held it in 4 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.