WIA
WMB icon

World Investment Advisors’s Williams Companies WMB Stock Holding History

World Investment 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 		$3.96M Sell
54,425
-1,152
-2% -$79.8K 0.06% 310
2025
Q4 		$3.34M Buy
55,577
+12,508
+29% +$756K 0.05% 345
2025
Q3 		$2.73M Buy
43,069
+27,987
+186% +$1.64M 0.06% 343
2025
Q2 		$947K Sell
15,082
-4,955
-25% -$293K 0.02% 535
2025
Q1 		$1.2M Sell
20,037
-2,563
-11% -$147K 0.03% 453
2024
Q4 		$1.22M Buy
22,600
+10,671
+89% +$575K 0.03% 423
2024
Q3 		$545K Buy
+11,929
New +$524K 0.02% 579

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

World Investment Advisors's WMB Position: Q1 2026 in Review

World Investment Advisors reduced its Williams Companies (WMB) stake by 2.1% in Q1 2026, selling an estimated $79.8K and leaving 54,425 shares worth $3.96M. The position accounts for 0.06% of the portfolio, ranked #310.

World Investment Advisors first reported a position in WMB in Q3 2024 and has held it in 7 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • World Investment Advisors held 54,425 shares of Williams Companies worth $3.96M as of Q1 2026.
  • World Investment Advisors sold 1,152 Williams Companies shares in Q1 2026, an estimated $79.8K.
  • Williams Companies made up 0.06% of World Investment Advisors's portfolio in Q1 2026, its #310 holding.
  • World Investment Advisors first reported a position in Williams Companies in Q3 2024 and has held it in 7 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.