WA
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Wealth Alliance’s Williams Companies WMB Stock Holding History

Wealth Alliance’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 		$1.05M Sell
14,434
-775
-5% -$53.7K 0.1% 178
2025
Q4 		$914K Sell
15,209
-10,328
-40% -$624K 0.09% 194
2025
Q3 		$1.62M Sell
25,537
-644
-2% -$37.8K 0.17% 114
2025
Q2 		$1.64M Buy
26,181
+385
+1% +$22.7K 0.18% 109
2025
Q1 		$1.54M Buy
25,796
+848
+3% +$48.5K 0.19% 107
2024
Q4 		$1.35M Sell
24,948
-7,409
-23% -$399K 0.16% 125
2024
Q3 		$1.48M Sell
32,357
-12,366
-28% -$544K 0.18% 116
2024
Q2 		$1.9M Sell
44,723
-7,125
-14% -$286K 0.25% 73
2024
Q1 		$2.02M Buy
51,848
+314
+0.6% +$11.2K 0.27% 73
2023
Q4 		$1.79M Buy
51,534
+2,482
+5% +$87.1K 0.25% 79
2023
Q3 		$1.65M Buy
49,052
+4,362
+10% +$149K 0.26% 79
2023
Q2 		$1.46M Buy
44,690
+2,612
+6% +$78.4K 0.22% 99
2023
Q1 		$1.26M Buy
42,078
+1,856
+5% +$57.3K 0.2% 110
2022
Q4 		$1.32M Buy
40,222
+4,312
+12% +$140K 0.23% 97
2022
Q3 		$1.03M Buy
35,910
+5,354
+18% +$174K 0.2% 112
2022
Q2 		$954K Buy
30,556
+1,002
+3% +$34.6K 0.18% 133
2022
Q1 		$987K Buy
29,554
+6,167
+26% +$188K 0.2% 118
2021
Q4 		$609K Buy
23,387
+6,020
+35% +$166K 0.12% 186
2021
Q3 		$450K Buy
17,367
+1,821
+12% +$45.9K 0.1% 227
2021
Q2 		$413K Buy
+15,546
New +$398K 0.1% 240

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

Wealth Alliance's WMB Position: Q1 2026 in Review

Wealth Alliance reduced its Williams Companies (WMB) stake by 5.1% in Q1 2026, selling an estimated $53.7K and leaving 14,434 shares worth $1.05M. The position accounts for 0.1% of the portfolio, ranked #178.

Wealth Alliance first reported a position in WMB in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.02M in Q1 2024. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Wealth Alliance held 14,434 shares of Williams Companies worth $1.05M as of Q1 2026.
  • Wealth Alliance sold 775 Williams Companies shares in Q1 2026, an estimated $53.7K.
  • Williams Companies made up 0.1% of Wealth Alliance's portfolio in Q1 2026, its #178 holding.
  • Wealth Alliance first reported a position in Williams Companies in Q2 2021 and has held it in 20 quarters since.
  • Wealth Alliance's Williams Companies position peaked at $2.02M in Q1 2024.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.