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	-$95	–	4448
2022 Q2	$95	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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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.