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Visionary Wealth Advisors’s Williams Companies WMB Stock Holding History

Visionary Wealth 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 		$851K Sell
11,693
-782
-6% -$54.1K 0.04% 308
2025
Q4 		$750K Sell
12,475
-1,324
-10% -$80K 0.03% 313
2025
Q3 		$874K Sell
13,799
-447
-3% -$26.2K 0.04% 296
2025
Q2 		$895K Buy
14,246
+305
+2% +$18K 0.05% 287
2025
Q1 		$833K Buy
13,941
+23
+0.2% +$1.32K 0.05% 280
2024
Q4 		$753K Sell
13,918
-28
-0.2% -$1.51K 0.04% 295
2024
Q3 		$637K Sell
13,946
-146
-1% -$6.42K 0.04% 312
2024
Q2 		$599K Sell
14,092
-326
-2% -$13.1K 0.04% 302
2024
Q1 		$562K Buy
14,418
+27
+0.2% +$959 0.04% 308
2023
Q4 		$501K Buy
14,391
+22
+0.2% +$772 0.04% 311
2023
Q3 		$484K Sell
14,369
-239
-2% -$8.16K 0.04% 307
2023
Q2 		$477K Hold
14,608
– – 0.04% 301
2023
Q1 		$436K Sell
14,608
-39
-0.3% -$1.21K 0.04% 296
2022
Q4 		$482K Buy
14,647
+1,336
+10% +$43.5K 0.04% 245
2022
Q3 		$381K Sell
13,311
-166
-1% -$5.41K 0.04% 257
2022
Q2 		$421K Buy
13,477
+1,943
+17% +$67.1K 0.04% 264
2022
Q1 		$385K Sell
11,534
-1,656
-13% -$50.6K 0.03% 290
2021
Q4 		$343K Sell
13,190
-30
-0.2% -$829 0.03% 275
2021
Q3 		$343K Sell
13,220
-700
-5% -$17.6K 0.04% 231
2021
Q2 		$370K Sell
13,920
-204
-1% -$5.22K 0.04% 241
2021
Q1 		$335K Sell
14,124
-45
-0.3% -$1.02K 0.04% 239
2020
Q4 		$284K Sell
14,169
-950
-6% -$19.3K 0.03% 243
2020
Q3 		$297K Sell
15,119
-155
-1% -$3.16K 0.04% 193
2020
Q2 		$291K Buy
15,274
+1,030
+7% +$19.2K 0.04% 178
2020
Q1 		$202K Buy
14,244
+767
+6% +$14.9K 0.04% 187
2019
Q4 		$320K Buy
+13,477
New +$309K 0.06% 157

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

Visionary Wealth Advisors's WMB Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its Williams Companies (WMB) stake by 6.3% in Q1 2026, selling an estimated $54.1K and leaving 11,693 shares worth $851K. The position accounts for 0.04% of the portfolio, ranked #308.

Visionary Wealth Advisors first reported a position in WMB in Q4 2019 and has held it in 26 quarters since. The position peaked at $895K in Q2 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Visionary Wealth Advisors held 11,693 shares of Williams Companies worth $851K as of Q1 2026.
  • Visionary Wealth Advisors sold 782 Williams Companies shares in Q1 2026, an estimated $54.1K.
  • Williams Companies made up 0.04% of Visionary Wealth Advisors's portfolio in Q1 2026, its #308 holding.
  • Visionary Wealth Advisors first reported a position in Williams Companies in Q4 2019 and has held it in 26 quarters since.
  • Visionary Wealth Advisors's Williams Companies position peaked at $895K in Q2 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.