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Wallace Advisory Group’s Williams Companies WMB Stock Holding History

Wallace Advisory Group’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 		$294K Sell
4,037
-499
-11% -$34.5K 0.31% 81
2025
Q4 		$273K Sell
4,536
-609
-12% -$36.8K 0.29% 97
2025
Q3 		$323K Sell
5,145
-1,886
-27% -$111K 0.26% 114
2025
Q2 		$420K Buy
7,031
+176
+3% +$10.4K 0.3% 99
2025
Q1 		$371K Sell
6,855
-2,044
-23% -$117K 0.26% 112
2024
Q4 		$406K Sell
8,899
-2,250
-20% -$121K 0.28% 97
2024
Q3 		$474K Sell
11,149
-363
-3% -$16K 0.35% 74
2024
Q2 		$489K Sell
11,512
-355
-3% -$14.2K 0.35% 72
2024
Q1 		$413K Buy
11,867
+822
+7% +$29.2K 0.31% 91
2023
Q4 		$372K Sell
11,045
-1,306
-11% -$45.8K 0.29% 88
2023
Q3 		$403K Sell
12,351
-422
-3% -$14.4K 0.29% 95
2023
Q2 		$381K Hold
12,773
– – 0.29% 98
2023
Q1 		$381K Sell
12,773
-232
-2% -$7.17K 0.29% 98
2022
Q4 		$428K Buy
+13,005
New +$423K 0.34% 78

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

Wallace Advisory Group's WMB Position: Q1 2026 in Review

Wallace Advisory Group reduced its Williams Companies (WMB) stake by 11% in Q1 2026, selling an estimated $34.5K and leaving 4,037 shares worth $294K. The position accounts for 0.31% of the portfolio, ranked #81.

Wallace Advisory Group first reported a position in WMB in Q4 2022 and has held it in 14 quarters since. The position peaked at $489K in Q2 2024. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Wallace Advisory Group held 4,037 shares of Williams Companies worth $294K as of Q1 2026.
  • Wallace Advisory Group sold 499 Williams Companies shares in Q1 2026, an estimated $34.5K.
  • Williams Companies made up 0.31% of Wallace Advisory Group's portfolio in Q1 2026, its #81 holding.
  • Wallace Advisory Group first reported a position in Williams Companies in Q4 2022 and has held it in 14 quarters since.
  • Wallace Advisory Group's Williams Companies position peaked at $489K in Q2 2024.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.