Wealthspire Advisors (New York)’s Williams Companies WMB Stock Holding History

Wealthspire Advisors (New York)’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	$1.56M	Sell	21,482 -5,315	-20%	-$368K	0.01%	321
2025 Q4	$1.61M	Buy	26,797 +4,838	+22%	+$293K	0.01%	333
2025 Q3	$1.39M	Sell	21,959 -3,404	-13%	-$200K	0.01%	330
2025 Q2	$1.59M	Sell	25,363 -4,931	-16%	-$291K	0.01%	313
2025 Q1	$1.81M	Sell	30,294 -2,649	-8%	-$152K	0.01%	288
2024 Q4	$1.78M	Sell	32,943 -2,783	-8%	-$150K	0.02%	263
2024 Q3	$1.63M	Buy	35,726 +234	+0.7%	+$10.3K	0.02%	283
2024 Q2	$1.51M	Sell	35,492 -2,975	-8%	-$119K	0.02%	247
2024 Q1	$1.5M	Sell	38,467 -2,349	-6%	-$83.5K	0.02%	243
2023 Q4	$1.42M	Sell	40,816 -1,982	-5%	-$69.6K	0.02%	250
2023 Q3	$1.44M	Buy	42,798 +25,834	+152%	+$882K	0.02%	213
2023 Q2	$554K	Sell	16,964 -65	-0.4%	-$1.95K	0.01%	342
2023 Q1	$508K	Sell	17,029 -3,000	-15%	-$92.7K	0.01%	355
2022 Q4	$659K	Buy	20,029 +3,279	+20%	+$107K	0.01%	336
2022 Q3	$480K	Sell	16,750 -454	-3%	-$14.8K	0.01%	340
2022 Q2	$537K	Buy	+17,204	New	+$594K	0.01%	304
2022 Q1	–	Sell	-10,319	Closed	-$269K	–	553
2021 Q4	$269K	Buy	10,319 +1,532	+17%	+$42.3K	0.01%	442
2021 Q3	$228K	Buy	+8,787	New	+$221K	﹤0.01%	521
2021 Q2	–	Sell	-25,808	Closed	-$611K	–	672
2021 Q1	$611K	Buy	25,808 +5,432	+27%	+$123K	0.01%	347
2020 Q4	$409K	Buy	20,376 +8,171	+67%	+$166K	0.01%	345
2020 Q3	$240K	Buy	+12,205	New	+$248K	0.01%	267
2020 Q2	–	Sell	-21,404	Closed	-$303K	–	536
2020 Q1	$303K	Buy	21,404 +7,242	+51%	+$140K	0.01%	380
2019 Q4	$336K	Buy	14,162 +1,751	+14%	+$40.1K	0.02%	138
2019 Q3	$299K	Buy	12,411 +3,674	+42%	+$92.6K	0.02%	119
2019 Q2	$245K	Buy	+8,737	New	+$243K	0.02%	85
2019 Q1	–	Sell	-1,378	Closed	-$30K	–	800
2018 Q4	$30K	Buy	+1,378	New	+$34.5K	﹤0.01%	262

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthspire Advisors (New York)'s WMB Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Williams Companies (WMB) stake by 20% in Q1 2026, selling an estimated $368K and leaving 21,482 shares worth $1.56M. The position accounts for 0.01% of the portfolio, ranked #321.

Wealthspire Advisors (New York) first reported a position in WMB in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.81M in Q1 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Wealthspire Advisors (New York) held 21,482 shares of Williams Companies worth $1.56M as of Q1 2026.
Wealthspire Advisors (New York) sold 5,315 Williams Companies shares in Q1 2026, an estimated $368K.
Williams Companies made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #321 holding.
Wealthspire Advisors (New York) first reported a position in Williams Companies in Q4 2018 and has held it in 26 quarters since.
Wealthspire Advisors (New York)'s Williams Companies position peaked at $1.81M in Q1 2025.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.