Westover Capital Advisors’s Williams Companies WMB Stock Holding History

Westover Capital 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	$964K	Buy	13,239 +3,000	+29%	+$208K	0.18%	98
2025 Q4	$615K	Hold	10,239	–	–	0.11%	129
2025 Q3	$649K	Hold	10,239	–	–	0.12%	124
2025 Q2	$643K	Buy	10,239 +39	+0.4%	+$2.3K	0.13%	128
2025 Q1	$610K	Hold	10,200	–	–	0.14%	126
2024 Q4	$552K	Hold	10,200	–	–	0.12%	137
2024 Q3	$466K	Hold	10,200	–	–	0.09%	157
2024 Q2	$434K	Hold	10,200	–	–	0.11%	145
2024 Q1	$397K	Hold	10,200	–	–	0.12%	129
2023 Q4	$355K	Hold	10,200	–	–	0.12%	124
2023 Q3	$344K	Hold	10,200	–	–	0.12%	127
2023 Q2	$333K	Hold	10,200	–	–	0.12%	132
2023 Q1	$305K	Hold	10,200	–	–	0.11%	133
2022 Q4	$336K	Hold	10,200	–	–	0.13%	110
2022 Q3	$292K	Hold	10,200	–	–	0.11%	122
2022 Q2	$318K	Hold	10,200	–	–	0.12%	123
2022 Q1	$341K	Hold	10,200	–	–	0.11%	131
2021 Q4	$266K	Hold	10,200	–	–	0.08%	155
2021 Q3	$265K	Hold	10,200	–	–	0.08%	150
2021 Q2	$271K	Hold	10,200	–	–	0.09%	154
2021 Q1	$242K	Hold	10,200	–	–	0.08%	153
2020 Q4	$205K	Buy	+10,200	New	+$207K	0.07%	148

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

Westover Capital Advisors's WMB Position: Q1 2026 in Review

Westover Capital Advisors increased its Williams Companies (WMB) stake by 29% in Q1 2026, buying an estimated $208K and bringing the position to 13,239 shares worth $964K. The position accounts for 0.18% of the portfolio, ranked #98.

Westover Capital Advisors first reported a position in WMB in Q4 2020 and has held it in 22 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Westover Capital Advisors held 13,239 shares of Williams Companies worth $964K as of Q1 2026.
Westover Capital Advisors bought 3,000 Williams Companies shares in Q1 2026, an estimated $208K.
Williams Companies made up 0.18% of Westover Capital Advisors's portfolio in Q1 2026, its #98 holding.
Westover Capital Advisors first reported a position in Williams Companies in Q4 2020 and has held it in 22 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.