Bank of Montreal
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Bank of Montreal’s Williams Companies WMB Stock Holding History

Bank of Montreal’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
2023
Q2 		– Sell
-28,000
Closed -$836K – 4331
2023
Q1 		$836K Buy
+28,000
New +$865K ﹤0.01% 2154
2020
Q4 		– Sell
-5,200
Closed -$101K – 5132
2020
Q3 		$101K Sell
5,200
-439,100
-99% -$8.94M ﹤0.01% 3071
2020
Q2 		$8.12M Buy
+444,300
New +$8.27M 0.01% 940
2019
Q4 		– Sell
-265,800
Closed -$6.39M – 5026
2019
Q3 		$6.39M Buy
+265,800
New +$6.7M 0.01% 1065
2019
Q2 		– Sell
-18,500
Closed -$531K – 5085
2019
Q1 		$531K Buy
+18,500
New +$496K ﹤0.01% 2270
2018
Q1 		– Sell
-19,900
Closed -$607K – 4356
2017
Q4 		$607K Hold
19,900
– – ﹤0.01% 2195
2017
Q3 		$597K Hold
19,900
– – ﹤0.01% 2208
2017
Q2 		$603K Buy
19,900
+16,900
+563% +$503K ﹤0.01% 2184
2017
Q1 		$89K Hold
3,000
– – ﹤0.01% 2872
2016
Q4 		$92K Hold
3,000
– – ﹤0.01% 2878
2016
Q3 		$92K Sell
3,000
-5,500
-65% -$146K ﹤0.01% 2827
2016
Q2 		$184K Buy
8,500
+500
+6% +$10K ﹤0.01% 2511
2016
Q1 		$129K Buy
8,000
+5,500
+220% +$94.6K ﹤0.01% 2689
2015
Q4 		$64K Sell
2,500
-17,000
-87% -$594K ﹤0.01% 2945
2015
Q3 		$719K Sell
19,500
-45,500
-70% -$2.27M ﹤0.01% 1695
2015
Q2 		$3.73M Sell
65,000
-40,000
-38% -$2.06M ﹤0.01% 1154
2015
Q1 		$5.31M Sell
105,000
-70,000
-40% -$3.25M 0.01% 1023
2014
Q4 		$7.87M Sell
175,000
-694,600
-80% -$35.5M 0.01% 876
2014
Q3 		$48.1M Buy
869,600
+355,000
+69% +$20.4M 0.05% 288
2014
Q2 		$30M Sell
514,600
-122,600
-19% -$5.68M 0.03% 367
2014
Q1 		$25.9M Buy
637,200
+472,200
+286% +$19.1M 0.03% 363
2013
Q4 		$6.36M Buy
165,000
+43,200
+35% +$1.55M 0.01% 755
2013
Q3 		$4.43M Sell
121,800
-78,200
-39% -$2.74M 0.01% 824
2013
Q2 		$6.49M Buy
+200,000
New +$7.2M 0.01% 645

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal's WMB Position: Q1 2026 in Review

Bank of Montreal increased its Williams Companies (WMB) stake by 5% in Q1 2026, buying an estimated $9.59M and bringing the position to 2,914,185 shares worth $212M. The position accounts for 0.08% of the portfolio, ranked #200.

Bank of Montreal first reported a position in WMB in Q2 2013 and has held it in 52 quarters since. 1,816 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Bank of Montreal held 2,914,185 shares of Williams Companies worth $212M as of Q1 2026.
  • Bank of Montreal bought 138,475 Williams Companies shares in Q1 2026, an estimated $9.59M.
  • Williams Companies made up 0.08% of Bank of Montreal's portfolio in Q1 2026, its #200 holding.
  • Bank of Montreal first reported a position in Williams Companies in Q2 2013 and has held it in 52 quarters since.
  • 1,816 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.