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 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 $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

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

Birch Capital Management held its Williams Companies (WMB) position steady in Q1 2026 at 17,355 shares worth $1.26M. The position accounts for 0.66% of the portfolio, ranked #36.

Birch Capital Management first reported a position in WMB in Q1 2020 and has held it in 9 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Birch Capital Management held 17,355 shares of Williams Companies worth $1.26M as of Q1 2026.
Birch Capital Management left its Williams Companies share count unchanged in Q1 2026.
Williams Companies made up 0.66% of Birch Capital Management's portfolio in Q1 2026, its #36 holding.
Birch Capital Management first reported a position in Williams Companies in Q1 2020 and has held it in 9 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

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