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Beese Fulmer Investment Management’s Williams Companies WMB Stock Holding History

Beese Fulmer Investment 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 		$890K Buy
12,232
+1,131
+10% +$78.3K 0.06% 157
2025
Q4 		$667K Sell
11,101
-2,275
-17% -$138K 0.04% 169
2025
Q3 		$847K Sell
13,376
-153
-1% -$8.98K 0.06% 150
2025
Q2 		$850K Buy
13,529
+382
+3% +$22.6K 0.06% 151
2025
Q1 		$786K Buy
13,147
+247
+2% +$14.1K 0.07% 132
2024
Q4 		$698K Hold
12,900
– – 0.06% 136
2024
Q3 		$589K Hold
12,900
– – 0.05% 142
2024
Q2 		$548K Buy
12,900
+1,825
+16% +$73.2K 0.05% 143
2024
Q1 		$432K Hold
11,075
– – 0.04% 154
2023
Q4 		$386K Sell
11,075
-500
-4% -$17.5K 0.04% 166
2023
Q3 		$390K Hold
11,575
– – 0.04% 160
2023
Q2 		$378K Hold
11,575
– – 0.04% 166
2023
Q1 		$346K Hold
11,575
– – 0.04% 169
2022
Q4 		$381K Sell
11,575
-120
-1% -$3.91K 0.05% 170
2022
Q3 		$335K Buy
11,695
+320
+3% +$10.4K 0.05% 165
2022
Q2 		$355K Hold
11,375
– – 0.05% 166
2022
Q1 		$380K Sell
11,375
-1,000
-8% -$30.6K 0.04% 169
2021
Q4 		$322K Buy
12,375
+100
+0.8% +$2.76K 0.03% 187
2021
Q3 		$318K Buy
12,275
+1,000
+9% +$25.2K 0.04% 183
2021
Q2 		$299K Buy
+11,275
New +$289K 0.03% 181
2020
Q3 		– Sell
-1,246
Closed -$24K – 547
2020
Q2 		$24K Buy
+1,246
New +$23.2K ﹤0.01% 390

Other funds holding WMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Beese Fulmer Investment Management's WMB Position: Q1 2026 in Review

Beese Fulmer Investment Management increased its Williams Companies (WMB) stake by 10% in Q1 2026, buying an estimated $78.3K and bringing the position to 12,232 shares worth $890K. The position accounts for 0.06% of the portfolio, ranked #157.

Beese Fulmer Investment Management first reported a position in WMB in Q2 2020 and has held it in 21 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Beese Fulmer Investment Management held 12,232 shares of Williams Companies worth $890K as of Q1 2026.
  • Beese Fulmer Investment Management bought 1,131 Williams Companies shares in Q1 2026, an estimated $78.3K.
  • Williams Companies made up 0.06% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #157 holding.
  • Beese Fulmer Investment Management first reported a position in Williams Companies in Q2 2020 and has held it in 21 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.