Blue Zone Wealth Advisors, LLC / WMB
Blue Zone Wealth Advisors, LLC’s Williams Cos Inc Position
Does Blue Zone Wealth Advisors, LLC own Williams Cos Inc (WMB)? Yes — 121.7K shares worth $9M (+1.80% of its 13F portfolio) as of Q1 2026, down from 147.5K shares the prior filed quarter.
Position Value
$9M
Q1 2026
Shares
121.7K
% of Portfolio
+1.80%
Quarters Held
17
currently held
Position History WMB
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 121.7K | $9M | +1.80% |
| Q4 2025 | 147.5K | $9M | +1.70% |
| Q3 2025 | 149.6K | $9M | +1.89% |
| Q2 2025 | 144.5K | $9M | +2.27% |
| Q1 2025 | 147.4K | $9M | +2.45% |
| Q4 2024 | 159.3K | $9M | +2.49% |
| Q3 2024 | 161.2K | $7M | +2.29% |
| Q2 2024 | 158.2K | $7M | +2.32% |
| Q1 2024 | 166.5K | $6M | +2.23% |
| Q4 2023 | 164.7K | $6M | +2.29% |
| Q3 2023 | 162.0K | $5M | +2.39% |
| Q2 2023 | 155.8K | $5M | +2.35% |
| Q1 2023 | 152.5K | $5M | +2.43% |
| Q4 2022 | 143.4K | $5M | +2.52% |
| Q3 2022 | 141.9K | $4M | +2.10% |
| Q2 2022 | 140.5K | $4M | +1.99% |
| Q1 2022 | 140.2K | $5M | +1.75% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Blue Zone Wealth Advisors, LLC’s full portfolio or all institutional holders of WMB.