AlTi Global’s Williams Companies WMB Stock Holding History

AlTi Global’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	$527K	Sell	7,241 -626	-8%	-$43.3K	0.01%	311
2025 Q4	$473K	Buy	7,867 +1,165	+17%	+$70.4K	0.01%	314
2025 Q3	$425K	Buy	6,702 +467	+7%	+$27.4K	0.01%	323
2025 Q2	$391K	Buy	6,235 +1,008	+19%	+$59.5K	0.01%	325
2025 Q1	$312K	Buy	+5,227	New	+$299K	0.01%	322
2024 Q4	–	Sell	-194,127	Closed	-$8.86M	–	433
2024 Q3	$8.86M	Buy	194,127 +80,514	+71%	+$3.54M	0.21%	60
2024 Q2	$4.83M	Sell	113,613 -59,344	-34%	-$2.38M	0.13%	86
2024 Q1	$6.74M	Buy	+172,957	New	+$6.15M	0.19%	72

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

AlTi Global's WMB Position: Q1 2026 in Review

AlTi Global reduced its Williams Companies (WMB) stake by 8% in Q1 2026, selling an estimated $43.3K and leaving 7,241 shares worth $527K. The position accounts for 0.01% of the portfolio, ranked #311.

AlTi Global first reported a position in WMB in Q1 2024 and has held it in 8 quarters since. The position peaked at $8.86M in Q3 2024. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

AlTi Global held 7,241 shares of Williams Companies worth $527K as of Q1 2026.
AlTi Global sold 626 Williams Companies shares in Q1 2026, an estimated $43.3K.
Williams Companies made up 0.01% of AlTi Global's portfolio in Q1 2026, its #311 holding.
AlTi Global first reported a position in Williams Companies in Q1 2024 and has held it in 8 quarters since.
AlTi Global's Williams Companies position peaked at $8.86M in Q3 2024.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.