WWA
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WCG Wealth Advisors’s Williams Companies WMB Stock Holding History

WCG 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 		$3.04M Sell
41,771
-12,198
-23% -$845K 0.09% 218
2025
Q4 		$3.24M Buy
53,969
+27,020
+100% +$1.63M 0.09% 205
2025
Q3 		$1.71M Buy
26,949
+3,678
+16% +$216K 0.11% 166
2025
Q2 		$1.46M Buy
23,271
+783
+3% +$46.2K 0.09% 186
2025
Q1 		$1.34M Buy
22,488
+245
+1% +$14K 0.1% 173
2024
Q4 		$1.2M Buy
22,243
+820
+4% +$44.2K 0.08% 192
2024
Q3 		$978K Buy
21,423
+2,167
+11% +$95.3K 0.07% 223
2024
Q2 		$818K Buy
19,256
+7,917
+70% +$318K 0.06% 212
2024
Q1 		$442K Buy
11,339
+966
+9% +$34.3K 0.04% 228
2023
Q4 		$361K Buy
+10,373
New +$364K 0.03% 274

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

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

WCG Wealth Advisors reduced its Williams Companies (WMB) stake by 23% in Q1 2026, selling an estimated $845K and leaving 41,771 shares worth $3.04M. The position accounts for 0.09% of the portfolio, ranked #218.

WCG Wealth Advisors first reported a position in WMB in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.24M in Q4 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • WCG Wealth Advisors held 41,771 shares of Williams Companies worth $3.04M as of Q1 2026.
  • WCG Wealth Advisors sold 12,198 Williams Companies shares in Q1 2026, an estimated $845K.
  • Williams Companies made up 0.09% of WCG Wealth Advisors's portfolio in Q1 2026, its #218 holding.
  • WCG Wealth Advisors first reported a position in Williams Companies in Q4 2023 and has held it in 10 quarters since.
  • WCG Wealth Advisors's Williams Companies position peaked at $3.24M in Q4 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.