Birch Capital Management’s Williams Companies WMB Stock Holding History

Birch 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	$1.29M	Hold	17,355	–	–	0.63%	38
2026 Q1	$1.26M	Hold	17,355	–	–	0.66%	36
2025 Q4	$1.04M	Buy	17,355 +2,109	+14%	+$128K	0.52%	40
2025 Q3	$966K	Buy	15,246 +3,226	+27%	+$189K	0.49%	41
2025 Q2	$755K	Hold	12,020	–	–	0.39%	44
2025 Q1	$718K	Buy	12,020 +94	+0.8%	+$5.38K	0.37%	43
2024 Q4	$645K	Hold	11,926	–	–	0.32%	46
2024 Q3	$544K	Hold	11,926	–	–	0.27%	49
2024 Q2	$507K	Buy	+11,926	New	+$478K	0.26%	50
2020 Q2	–	Sell	-1,103	Closed	-$16K	–	100
2020 Q1	$16K	Buy	+1,103	New	+$21.4K	0.02%	81

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

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

Birch Capital Management held its Williams Companies (WMB) position steady in Q2 2026 at 17,355 shares worth $1.29M. The position accounts for 0.63% of the portfolio, ranked #38.

Birch Capital Management first reported a position in WMB in Q1 2020 and has held it in 10 quarters since. 1,831 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Birch Capital Management held 17,355 shares of Williams Companies worth $1.29M as of Q2 2026.
Birch Capital Management left its Williams Companies share count unchanged in Q2 2026.
Williams Companies made up 0.63% of Birch Capital Management's portfolio in Q2 2026, its #38 holding.
Birch Capital Management first reported a position in Williams Companies in Q1 2020 and has held it in 10 quarters since.
1,831 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

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