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 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 $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

Basso Capital Management's WMB Position: Q1 2026 in Review

Basso Capital Management held its Williams Companies (WMB) position steady in Q1 2026 at 30,450 shares worth $2.22M. The position accounts for 1.36% of the portfolio, ranked #16.

Basso Capital Management first reported a position in WMB in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.23M in Q2 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Basso Capital Management held 30,450 shares of Williams Companies worth $2.22M as of Q1 2026.
Basso Capital Management left its Williams Companies share count unchanged in Q1 2026.
Williams Companies made up 1.36% of Basso Capital Management's portfolio in Q1 2026, its #16 holding.
Basso Capital Management first reported a position in Williams Companies in Q4 2022 and has held it in 14 quarters since.
Basso Capital Management's Williams Companies position peaked at $2.23M in Q2 2025.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Basso Capital Management's 13F filing for Q1 2026, filed 15 May 2026.