Vestmark Advisory Solutions’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$16M Buy
220,275
+8,069
+4% +$559K 0.18% 126
2025
Q4
$12.8M Buy
212,206
+66,394
+46% +$4.01M 0.17% 118
2025
Q3
$9.24M Buy
145,812
+17,177
+13% +$1.01M 0.18% 118
2025
Q2
$8.08M Sell
128,635
-89,073
-41% -$5.26M 0.12% 135
2025
Q1
$13M Buy
217,708
+158,640
+269% +$9.08M 0.34% 59
2024
Q4
$3.2M Buy
59,068
+1,327
+2% +$71.5K 0.11% 192
2024
Q3
$2.64M Buy
57,741
+5,753
+11% +$253K 0.1% 221
2024
Q2
$2.21M Buy
51,988
+5,539
+12% +$222K 0.09% 229
2024
Q1
$1.81M Sell
46,449
-2,684
-5% -$95.4K 0.08% 249
2023
Q4
$1.71M Sell
49,133
-1,928
-4% -$67.7K 0.09% 240
2023
Q3
$1.72M Sell
51,061
-117,619
-70% -$4.01M 0.13% 191
2023
Q2
$5.5M Buy
168,680
+1,563
+0.9% +$46.9K 0.21% 125
2023
Q1
$4.99M Buy
167,117
+12,816
+8% +$396K 0.22% 126
2022
Q4
$5.08M Buy
154,301
+10,805
+8% +$352K 0.25% 104
2022
Q3
$4.11M Buy
143,496
+38,522
+37% +$1.26M 0.23% 116
2022
Q2
$3.28M Buy
104,974
+6,699
+7% +$231K 0.19% 137
2022
Q1
$3.28M Buy
98,275
+6,944
+8% +$212K 0.19% 128
2021
Q4
$2.38M Sell
91,331
-600
-0.7% -$16.6K 0.13% 191
2021
Q3
$2.38M Buy
91,931
+16,953
+23% +$427K 0.16% 162
2021
Q2
$1.99M Buy
74,978
+2,216
+3% +$56.7K 0.14% 188
2021
Q1
$1.72M Buy
72,762
+11,403
+19% +$259K 0.15% 188
2020
Q4
$1.23M Sell
61,359
-2,142
-3% -$43.4K 0.14% 203
2020
Q3
$1.25M Buy
63,501
+2,806
+5% +$57.1K 0.17% 176
2020
Q2
$1.15M Buy
60,695
+10,335
+21% +$192K 0.18% 159
2020
Q1
$713K Buy
50,360
+7,065
+16% +$137K 0.14% 198
2019
Q4
$1.03M Buy
43,295
+1,290
+3% +$29.5K 0.21% 149
2019
Q3
$1.01M Buy
42,005
+5,805
+16% +$146K 0.16% 182
2019
Q2
$1.01M Sell
36,200
-11,847
-25% -$329K 0.17% 172
2019
Q1
$1.38M Buy
+48,047
New +$1.29M 0.25% 122

Other funds holding WMB

Vestmark Advisory Solutions's WMB Position: Q1 2026 in Review

Vestmark Advisory Solutions increased its Williams Companies (WMB) stake by 3.8% in Q1 2026, buying an estimated $559K and bringing the position to 220,275 shares worth $16M. The position accounts for 0.18% of the portfolio, ranked #126.

Vestmark Advisory Solutions first reported a position in WMB in Q1 2019 and has held it in 29 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Vestmark Advisory Solutions held 220,275 shares of Williams Companies worth $16M as of Q1 2026.
  • Vestmark Advisory Solutions bought 8,069 Williams Companies shares in Q1 2026, an estimated $559K.
  • Williams Companies made up 0.18% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #126 holding.
  • Vestmark Advisory Solutions first reported a position in Williams Companies in Q1 2019 and has held it in 29 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.