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3Chopt Investment Partners’s Williams Companies WMB Stock Holding History

3Chopt Investment Partners’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
Q2 		$4.99M Sell
67,066
-979
-1% -$72K 0.94% 23
2026
Q1 		$4.95M Buy
68,045
+838
+1% +$58K 1.13% 17
2025
Q4 		$4.04M Sell
67,207
-15
-0% -$907 0.91% 22
2025
Q3 		$4.26M Sell
67,222
-217
-0.3% -$12.7K 0.97% 20
2025
Q2 		$4.24M Buy
67,439
+901
+1% +$53.2K 1.02% 21
2025
Q1 		$3.98M Sell
66,538
-205
-0.3% -$11.7K 1.04% 19
2024
Q4 		$3.61M Buy
66,743
+39
+0.1% +$2.1K 1.24% 20
2024
Q3 		$3.05M Buy
66,704
+399
+0.6% +$17.5K 1.09% 28
2024
Q2 		$2.82M Buy
66,305
+68
+0.1% +$2.73K 0.86% 28
2024
Q1 		$2.58M Sell
66,237
-412
-0.6% -$14.6K 1.06% 31
2023
Q4 		$2.32M Sell
66,649
-485
-0.7% -$17K 0.85% 34
2023
Q3 		$2.26M Sell
67,134
-1,674
-2% -$57.1K 1.34% 26
2023
Q2 		$2.25M Sell
68,808
-4,706
-6% -$141K 1.12% 25
2023
Q1 		$2.2M Sell
73,514
-4,362
-6% -$135K 1.17% 26
2022
Q4 		$2.56M Buy
+77,876
New +$2.54M 1.4% 18

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

3Chopt Investment Partners's WMB Position: Q2 2026 in Review

3Chopt Investment Partners reduced its Williams Companies (WMB) stake by 1.4% in Q2 2026, selling an estimated $72K and leaving 67,066 shares worth $4.99M. The position accounts for 0.94% of the portfolio, ranked #23.

3Chopt Investment Partners first reported a position in WMB in Q4 2022 and has held it in 15 quarters since. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • 3Chopt Investment Partners held 67,066 shares of Williams Companies worth $4.99M as of Q2 2026.
  • 3Chopt Investment Partners sold 979 Williams Companies shares in Q2 2026, an estimated $72K.
  • Williams Companies made up 0.94% of 3Chopt Investment Partners's portfolio in Q2 2026, its #23 holding.
  • 3Chopt Investment Partners first reported a position in Williams Companies in Q4 2022 and has held it in 15 quarters since.
  • 1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.