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Whipplewood Advisors’s Williams Companies WMB Stock Holding History

Whipplewood 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 		$102K Sell
1,402
-297
-17% -$20.6K 0.05% 184
2025
Q4 		$102K Hold
1,699
– – 0.07% 156
2025
Q3 		$108K Sell
1,699
-538
-24% -$31.6K 0.07% 150
2025
Q2 		$141K Sell
2,237
-886
-28% -$52.3K 0.08% 200
2025
Q1 		$188K Sell
3,123
-19
-0.6% -$1.09K 0.11% 162
2024
Q4 		$170K Buy
+3,142
New +$169K 0.1% 175

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

Whipplewood Advisors's WMB Position: Q1 2026 in Review

Whipplewood Advisors reduced its Williams Companies (WMB) stake by 17% in Q1 2026, selling an estimated $20.6K and leaving 1,402 shares worth $102K. The position accounts for 0.05% of the portfolio, ranked #184.

Whipplewood Advisors first reported a position in WMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $188K in Q1 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Whipplewood Advisors held 1,402 shares of Williams Companies worth $102K as of Q1 2026.
  • Whipplewood Advisors sold 297 Williams Companies shares in Q1 2026, an estimated $20.6K.
  • Williams Companies made up 0.05% of Whipplewood Advisors's portfolio in Q1 2026, its #184 holding.
  • Whipplewood Advisors first reported a position in Williams Companies in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Williams Companies position peaked at $188K in Q1 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.