Anchor Investment Management’s Williams Companies WMB Stock Holding History

Anchor Investment Management’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	$453K	Buy	6,229 +1,000	+19%	+$69.2K	0.04%	277
2025 Q4	$314K	Buy	5,229 +500	+11%	+$30.2K	0.03%	313
2025 Q3	$300K	Hold	4,729	–	–	0.02%	316
2025 Q2	$297K	Sell	4,729 -2,650	-36%	-$156K	0.03%	312
2025 Q1	$441K	Buy	7,379 +1,000	+16%	+$57.2K	0.04%	272
2024 Q4	$345K	Buy	6,379 +900	+16%	+$48.5K	0.03%	291
2024 Q3	$250K	Hold	5,479	–	–	0.02%	331
2024 Q2	$233K	Buy	5,479 +750	+16%	+$30.1K	0.02%	325
2024 Q1	$184K	Buy	4,729 +245	+5%	+$8.71K	0.02%	366
2023 Q4	$156K	Hold	4,484	–	–	0.02%	377
2023 Q3	$151K	Buy	4,484 +146	+3%	+$4.98K	0.02%	379
2023 Q2	$142K	Buy	4,338 +100	+2%	+$3K	0.02%	382
2023 Q1	$127K	Hold	4,238	–	–	0.02%	404
2022 Q4	$139K	Hold	4,238	–	–	0.02%	395
2022 Q3	$121K	Hold	4,238	–	–	0.02%	407
2022 Q2	$132K	Hold	4,238	–	–	0.02%	413
2022 Q1	$142K	Buy	4,238 +2,388	+129%	+$73K	0.02%	423
2021 Q4	$48.2K	Hold	1,850	–	–	0.01%	576
2021 Q3	$48K	Hold	1,850	–	–	0.01%	533
2021 Q2	$49.1K	Hold	1,850	–	–	0.01%	533
2021 Q1	$43.8K	Sell	1,850 -200	-10%	-$4.54K	0.01%	531
2020 Q4	$41.1K	Hold	2,050	–	–	0.01%	504
2020 Q3	$40.3K	Hold	2,050	–	–	0.01%	470
2020 Q2	$39K	Sell	2,050 -1,000	-33%	-$18.6K	0.01%	468
2020 Q1	$43.2K	Sell	3,050 -4,800	-61%	-$92.9K	0.01%	449
2019 Q4	$186K	Hold	7,850	–	–	0.04%	304
2019 Q3	$189K	Sell	7,850 -8,472	-52%	-$214K	0.04%	299
2019 Q2	$458K	Hold	16,322	–	–	0.11%	177
2019 Q1	$469K	Hold	16,322	–	–	0.12%	175
2018 Q4	$360K	Hold	16,322	–	–	0.1%	196
2018 Q3	$444K	Buy	16,322 +7,572	+87%	+$220K	0.1%	200
2018 Q2	$237K	Hold	8,750	–	–	0.06%	272
2018 Q1	$218K	Buy	8,750 +4,800	+122%	+$142K	0.06%	279
2017 Q4	$120K	Hold	3,950	–	–	0.03%	345
2017 Q3	$119K	Hold	3,950	–	–	0.03%	324
2017 Q2	$120K	Hold	3,950	–	–	0.04%	300
2017 Q1	$117K	Hold	3,950	–	–	0.04%	300
2016 Q4	$123K	Sell	3,950 -3,149	-44%	-$94.9K	0.05%	282
2016 Q3	$218K	Sell	7,099 -499	-7%	-$13.2K	0.08%	214
2016 Q2	$164K	Sell	7,598 -416	-5%	-$8.35K	0.06%	236
2016 Q1	$129K	Buy	+8,014	New	+$138K	0.05%	257

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

Anchor Investment Management's WMB Position: Q1 2026 in Review

Anchor Investment Management increased its Williams Companies (WMB) stake by 19% in Q1 2026, buying an estimated $69.2K and bringing the position to 6,229 shares worth $453K. The position accounts for 0.04% of the portfolio, ranked #277.

Anchor Investment Management first reported a position in WMB in Q1 2016 and has held it in 41 quarters since. The position peaked at $469K in Q1 2019. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Anchor Investment Management held 6,229 shares of Williams Companies worth $453K as of Q1 2026.
Anchor Investment Management bought 1,000 Williams Companies shares in Q1 2026, an estimated $69.2K.
Williams Companies made up 0.04% of Anchor Investment Management's portfolio in Q1 2026, its #277 holding.
Anchor Investment Management first reported a position in Williams Companies in Q1 2016 and has held it in 41 quarters since.
Anchor Investment Management's Williams Companies position peaked at $469K in Q1 2019.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.