ViaWealth’s Williams Companies WMB Stock Holding History

ViaWealth’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	$992K	Sell	13,625 -4	-0%	-$277	0.55%	54
2025 Q4	$819K	Sell	13,629 -818	-6%	-$49.5K	0.46%	60
2025 Q3	$915K	Sell	14,447 -1,727	-11%	-$101K	0.5%	53
2025 Q2	$1.02M	Sell	16,174 -422	-3%	-$24.9K	0.6%	50
2025 Q1	$992K	Sell	16,596 -924	-5%	-$52.9K	0.61%	47
2024 Q4	$948K	Sell	17,520 -6,493	-27%	-$350K	0.57%	50
2024 Q3	$1.1M	Hold	24,013	–	–	0.64%	44
2024 Q2	$1.02M	Sell	24,013 -1,773	-7%	-$71.1K	0.63%	45
2024 Q1	$1M	Hold	25,786	–	–	0.63%	45
2023 Q4	$898K	Hold	25,786	–	–	0.62%	45
2023 Q3	$869K	Sell	25,786 -133	-0.5%	-$4.54K	0.64%	46
2023 Q2	$846K	Sell	25,919 -200	-0.8%	-$6K	0.63%	45
2023 Q1	$780K	Hold	26,119	–	–	0.62%	52
2022 Q4	$852K	Buy	+26,119	New	+$850K	0.7%	40

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

ViaWealth's WMB Position: Q1 2026 in Review

ViaWealth reduced its Williams Companies (WMB) stake by 0.03% in Q1 2026, selling an estimated $277 and leaving 13,625 shares worth $992K. The position accounts for 0.55% of the portfolio, ranked #54.

ViaWealth first reported a position in WMB in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.1M in Q3 2024. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

ViaWealth held 13,625 shares of Williams Companies worth $992K as of Q1 2026.
ViaWealth sold 4 Williams Companies shares in Q1 2026, an estimated $277.
Williams Companies made up 0.55% of ViaWealth's portfolio in Q1 2026, its #54 holding.
ViaWealth first reported a position in Williams Companies in Q4 2022 and has held it in 14 quarters since.
ViaWealth's Williams Companies position peaked at $1.1M in Q3 2024.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.