Bluefin Capital Management’s Williams Companies WMB Stock Holding History

Bluefin 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
2016 Q4	–	Sell	-4,900	Closed	-$15K	–	628
2016 Q3	$15K	Sell	4,900 -20,900	-81%	-$555K	﹤0.01%	379
2016 Q2	$2K	Sell	25,800 -280,400	-92%	-$5.63M	﹤0.01%	483
2016 Q1	$52K	Sell	306,200 -460,600	-60%	-$7.92M	0.01%	384
2015 Q4	$154K	Sell	766,800 -1,811,100	-70%	-$63.3M	0.01%	431
2015 Q3	$604K	Buy	2,577,900 +1,429,000	+124%	+$71.2M	0.04%	234
2015 Q2	$4.26M	Buy	+1,148,900	New	+$59.2M	0.26%	83
2015 Q1	–	Sell	-261,400	Closed	-$281K	–	658
2014 Q4	$281K	Sell	261,400 -218,600	-46%	-$11.2M	0.02%	455
2014 Q3	$674K	Buy	480,000 +478,355	+29,079%	+$27.5M	0.04%	361
2014 Q2	$1.3M	Buy	+1,645	New	+$76.2K	0.06%	265
2013 Q3	–	Sell	-24,372	Closed	-$300K	–	573
2013 Q2	$300K	Buy	+24,372	New	+$877K	0.03%	395

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

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

Bluefin Capital Management sold out of Williams Companies (WMB) in Q1 2026, closing a stake of 12,100 shares — an estimated $727K sold.

Bluefin Capital Management first reported a position in WMB in Q2 2013 and held it in 27 quarters. The position peaked at $19.8M in Q3 2015. 1,811 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Bluefin Capital Management reported no remaining Williams Companies position as of Q1 2026 after selling out during the quarter.
Bluefin Capital Management sold 12,100 Williams Companies shares in Q1 2026, an estimated $727K.
Bluefin Capital Management first reported a position in Williams Companies in Q2 2013 and held it in 27 quarters.
Bluefin Capital Management's Williams Companies position peaked at $19.8M in Q3 2015.
1,811 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

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