Autumn Glory Partners’s Williams Companies WMB Stock Holding History

Autumn Glory 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 Q1	$4.04M	Sell	55,484 -2,351	-4%	-$163K	1.48%	11
2025 Q4	$3.48M	Buy	57,835 +515	+0.9%	+$31.1K	1.22%	16
2025 Q3	$3.63M	Sell	57,320 -3,000	-5%	-$176K	1.49%	13
2025 Q2	$3.79M	Sell	60,320 -4,200	-7%	-$248K	1.77%	9
2025 Q1	$3.86M	Sell	64,520 -24,064	-27%	-$1.38M	1.91%	7
2024 Q4	$4.79M	Sell	88,584 -37,113	-30%	-$2M	2.35%	7
2024 Q3	$5.74M	Buy	125,697 +20,934	+20%	+$920K	2.21%	7
2024 Q2	$4.45M	Buy	104,763 +1,033	+1%	+$41.4K	2.27%	7
2024 Q1	$4.04M	Sell	103,730 -1,149	-1%	-$40.8K	1.98%	10
2023 Q4	$3.64M	Sell	104,879 -2,730	-3%	-$95.8K	2.07%	7
2023 Q3	$3.63M	Buy	107,609 +23,579	+28%	+$805K	2.21%	7
2023 Q2	$2.74M	Sell	84,030 -11,319	-12%	-$340K	2.01%	10
2023 Q1	$2.85M	Sell	95,349 -36,960	-28%	-$1.14M	2.43%	6
2022 Q4	$4.35M	Buy	132,309 +17,080	+15%	+$556K	2.33%	9
2022 Q3	$3.3M	Buy	115,229 +3,305	+3%	+$108K	2.22%	8
2022 Q2	$3.49M	Buy	111,924 +13,865	+14%	+$479K	2.58%	6
2022 Q1	$3.28M	Sell	98,059 -33,873	-26%	-$1.04M	1.9%	10
2021 Q4	$3.44M	Buy	+131,932	New	+$3.65M	1.43%	14

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

Autumn Glory Partners's WMB Position: Q1 2026 in Review

Autumn Glory Partners reduced its Williams Companies (WMB) stake by 4.1% in Q1 2026, selling an estimated $163K and leaving 55,484 shares worth $4.04M. The position accounts for 1.48% of the portfolio, ranked #11.

Autumn Glory Partners first reported a position in WMB in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.74M in Q3 2024. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Autumn Glory Partners held 55,484 shares of Williams Companies worth $4.04M as of Q1 2026.
Autumn Glory Partners sold 2,351 Williams Companies shares in Q1 2026, an estimated $163K.
Williams Companies made up 1.48% of Autumn Glory Partners's portfolio in Q1 2026, its #11 holding.
Autumn Glory Partners first reported a position in Williams Companies in Q4 2021 and has held it in 18 quarters since.
Autumn Glory Partners's Williams Companies position peaked at $5.74M in Q3 2024.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Autumn Glory Partners's 13F filing for Q1 2026, filed 4 May 2026.