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Waverly Advisors’s Williams Companies WMB Stock Holding History

Waverly 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 		$3.43M Buy
47,160
+5,050
+12% +$350K 0.03% 509
2025
Q4 		$2.53M Sell
42,110
-1,322
-3% -$79.9K 0.02% 538
2025
Q3 		$2.75M Buy
43,432
+2,078
+5% +$122K 0.03% 444
2025
Q2 		$2.6M Buy
41,354
+5,376
+15% +$317K 0.03% 437
2025
Q1 		$2.15M Buy
35,978
+583
+2% +$33.4K 0.03% 463
2024
Q4 		$1.92M Sell
35,395
-301
-0.8% -$16.2K 0.03% 395
2024
Q3 		$1.63M Sell
35,696
-1,382
-4% -$60.7K 0.03% 368
2024
Q2 		$1.58M Buy
37,078
+5,843
+19% +$234K 0.03% 358
2024
Q1 		$1.22M Sell
31,235
-223
-0.7% -$7.92K 0.03% 335
2023
Q4 		$1.1M Sell
31,458
-250
-0.8% -$8.77K 0.04% 209
2023
Q3 		$1.07M Buy
+31,708
New +$1.08M 0.05% 189
2018
Q1 		– Sell
-305
Closed -$9K – 357
2017
Q4 		$9K Buy
+305
New +$8.87K ﹤0.01% 334
2015
Q4 		– Sell
-940
Closed -$35K – 392
2015
Q3 		$35K Hold
940
– – 0.02% 180
2015
Q2 		$54K Hold
940
– – 0.03% 128
2015
Q1 		$48K Hold
940
– – 0.02% 129
2014
Q4 		$42K Buy
+940
New +$48.1K 0.02% 137

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

Waverly Advisors's WMB Position: Q1 2026 in Review

Waverly Advisors increased its Williams Companies (WMB) stake by 12% in Q1 2026, buying an estimated $350K and bringing the position to 47,160 shares worth $3.43M. The position accounts for 0.03% of the portfolio, ranked #509.

Waverly Advisors first reported a position in WMB in Q4 2014 and has held it in 16 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Waverly Advisors held 47,160 shares of Williams Companies worth $3.43M as of Q1 2026.
  • Waverly Advisors bought 5,050 Williams Companies shares in Q1 2026, an estimated $350K.
  • Williams Companies made up 0.03% of Waverly Advisors's portfolio in Q1 2026, its #509 holding.
  • Waverly Advisors first reported a position in Williams Companies in Q4 2014 and has held it in 16 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.