Basso Capital Management’s Williams Companies WMB Stock Holding History

Basso Capital 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 Q2	–	Sell	-30,450	Closed	-$2.22M	–	209
2026 Q1	$2.22M	Hold	30,450	–	–	1.36%	16
2025 Q4	$1.83M	Hold	30,450	–	–	1.09%	19
2025 Q3	$1.93M	Sell	30,450 -5,050	-14%	-$296K	1.29%	16
2025 Q2	$2.23M	Hold	35,500	–	–	1.65%	13
2025 Q1	$2.12M	Hold	35,500	–	–	1.81%	11
2024 Q4	$1.92M	Hold	35,500	–	–	1.66%	11
2024 Q3	$1.62M	Hold	35,500	–	–	1.49%	15
2024 Q2	$1.51M	Hold	35,500	–	–	1.36%	16
2024 Q1	$1.38M	Hold	35,500	–	–	1.31%	17
2023 Q4	$1.24M	Hold	35,500	–	–	1.29%	14
2023 Q3	$1.2M	Hold	35,500	–	–	1.32%	16
2023 Q2	$1.16M	Sell	35,500 -1,500	-4%	-$45K	1.28%	17
2023 Q1	$1.1M	Hold	37,000	–	–	1.07%	25
2022 Q4	$1.22M	Buy	+37,000	New	+$1.2M	1.31%	19

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 $3.37T AUM 44.26% 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

Basso Capital Management's WMB Position: Q2 2026 in Review

Basso Capital Management sold out of Williams Companies (WMB) in Q2 2026, closing a stake of 30,450 shares — an estimated $2.22M sold.

Basso Capital Management first reported a position in WMB in Q4 2022 and held it in 14 quarters. The position peaked at $2.23M in Q2 2025. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Basso Capital Management reported no remaining Williams Companies position as of Q2 2026 after selling out during the quarter.
Basso Capital Management sold 30,450 Williams Companies shares in Q2 2026, an estimated $2.22M.
Basso Capital Management first reported a position in Williams Companies in Q4 2022 and held it in 14 quarters.
Basso Capital Management's Williams Companies position peaked at $2.23M in Q2 2025.
1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Basso Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.