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
2022 Q3	–	Sell	-3,000	Closed	-$95K	–	4448
2022 Q2	$95K	Buy	+3,000	New	+$104K	﹤0.01%	3472
2017 Q1	–	Sell	-25,000	Closed	-$768K	–	4210
2016 Q4	$768K	Buy	+25,000	New	+$753K	﹤0.01%	1986
2015 Q4	–	Sell	-192,300	Closed	-$7.09M	–	4443
2015 Q3	$7.09M	Buy	192,300 +182,300	+1,823%	+$9.08M	0.01%	855
2015 Q2	$574K	Sell	10,000 -120,000	-92%	-$6.18M	﹤0.01%	1889
2015 Q1	$6.58M	Sell	130,000 -220,000	-63%	-$10.2M	0.01%	954
2014 Q4	$15.7M	Sell	350,000 -1,582,700	-82%	-$80.9M	0.02%	581
2014 Q3	$107M	Buy	1,932,700 +1,347,700	+230%	+$77.4M	0.12%	158
2014 Q2	$34.1M	Buy	585,000 +117,800	+25%	+$5.46M	0.04%	333
2014 Q1	$19M	Buy	467,200 +296,100	+173%	+$12M	0.02%	440
2013 Q4	$6.6M	Buy	171,100 +91,100	+114%	+$3.28M	0.01%	736
2013 Q3	$2.91M	Hold	80,000	–	–	﹤0.01%	993
2013 Q2	$2.6M	Buy	+80,000	New	+$2.88M	﹤0.01%	990

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of Montreal's WMB Position: Q2 2026 in Review

Bank of Montreal increased its Williams Companies (WMB) stake by 16% in Q2 2026, buying an estimated $33.9M and bringing the position to 3,375,356 shares worth $251M. The position accounts for 0.08% of the portfolio, ranked #187.

Bank of Montreal first reported a position in WMB in Q2 2013 and has held it in 53 quarters since. 1,836 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Bank of Montreal held 3,375,356 shares of Williams Companies worth $251M as of Q2 2026.
Bank of Montreal bought 461,171 Williams Companies shares in Q2 2026, an estimated $33.9M.
Williams Companies made up 0.08% of Bank of Montreal's portfolio in Q2 2026, its #187 holding.
Bank of Montreal first reported a position in Williams Companies in Q2 2013 and has held it in 53 quarters since.
1,836 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.