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Bollard Group’s Williams Companies WMB Stock Holding History

Bollard Group’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 		$4.5M Buy
61,869
+5,652
+10% +$391K 0.13% 66
2025
Q4 		$3.38M Sell
56,217
-175
-0.3% -$10.6K 0.08% 71
2025
Q3 		$3.57M Buy
56,392
+2,994
+6% +$176K 0.08% 72
2025
Q2 		$3.35M Buy
53,398
+2,904
+6% +$171K 0.08% 73
2025
Q1 		$3.02M Buy
50,494
+385
+0.8% +$22K 0.08% 72
2024
Q4 		$2.71M Buy
50,109
+263
+0.5% +$14.2K 0.08% 71
2024
Q3 		$2.27M Buy
49,846
+14,629
+42% +$643K 0.06% 85
2024
Q2 		$1.5M Buy
35,217
+5,559
+19% +$223K 0.04% 94
2024
Q1 		$1.16M Buy
29,658
+362
+1% +$12.9K 0.04% 103
2023
Q4 		$1.02M Buy
29,296
+367
+1% +$12.9K 0.04% 105
2023
Q3 		$975K Buy
28,929
+380
+1% +$13K 0.04% 104
2023
Q2 		$932K Buy
28,549
+575
+2% +$17.3K 0.03% 112
2023
Q1 		$835K Buy
27,974
+439
+2% +$13.6K 0.03% 113
2022
Q4 		$906K Buy
27,535
+346
+1% +$11.3K 0.03% 107
2022
Q3 		$778K Buy
27,189
+389
+1% +$12.7K 0.03% 111
2022
Q2 		$836K Buy
26,800
+364
+1% +$12.6K 0.03% 116
2022
Q1 		$883K Buy
26,436
+333
+1% +$10.2K 0.03% 142
2021
Q4 		$680K Buy
26,103
+407
+2% +$11.2K 0.02% 156
2021
Q3 		$667K Buy
25,696
+406
+2% +$10.2K 0.02% 155
2021
Q2 		$671K Buy
25,290
+382
+2% +$9.78K 0.02% 152
2021
Q1 		$590K Buy
24,908
+412
+2% +$9.36K 0.02% 152
2020
Q4 		$491K Hold
24,496
– – 0.02% 149
2020
Q3 		$481K Hold
24,496
– – 0.02% 145
2020
Q2 		$466K Buy
+24,496
New +$456K 0.02% 138
2019
Q3 		– Sell
-390
Closed -$11K – 251
2019
Q2 		$11K Buy
390
+5
+1% +$139 ﹤0.01% 234
2019
Q1 		$11K Buy
385
+5
+1% +$134 ﹤0.01% 239
2018
Q4 		$8K Buy
380
+7
+2% +$175 ﹤0.01% 252
2018
Q3 		$10K Buy
373
+4
+1% +$116 ﹤0.01% 254
2018
Q2 		$10K Buy
369
+5
+1% +$132 ﹤0.01% 251
2018
Q1 		$9K Buy
364
+4
+1% +$118 ﹤0.01% 252
2017
Q4 		$11K Buy
360
+4
+1% +$116 ﹤0.01% 240
2017
Q3 		$11K Buy
356
+3
+0.8% +$91 ﹤0.01% 250
2017
Q2 		$11K Buy
353
+4
+1% +$119 ﹤0.01% 255
2017
Q1 		$10K Buy
349
+4
+1% +$116 ﹤0.01% 258
2016
Q4 		$11K Buy
345
+2
+0.6% +$60 ﹤0.01% 254
2016
Q3 		$11K Buy
343
+2
+0.6% +$53 ﹤0.01% 243
2016
Q2 		$7K Hold
341
– – ﹤0.01% 246
2016
Q1 		$5K Sell
341
-2,338
-87% -$40.2K ﹤0.01% 252
2015
Q4 		$69K Buy
2,679
+73
+3% +$2.55K 0.01% 210
2015
Q3 		$96K Buy
2,606
+39
+2% +$1.94K 0.01% 215
2015
Q2 		$147K Buy
2,567
+338
+15% +$17.4K 0.01% 202
2015
Q1 		$113K Buy
2,229
+26
+1% +$1.21K 0.01% 208
2014
Q4 		$99K Buy
2,203
+27
+1% +$1.38K 0.01% 205
2014
Q3 		$120K Buy
2,176
+22
+1% +$1.26K 0.01% 213
2014
Q2 		$125K Hold
2,154
– – 0.01% 208
2014
Q1 		$87K Hold
2,154
– – 0.01% 215
2013
Q4 		$83K Hold
2,154
– – 0.01% 212
2013
Q3 		$78K Buy
+2,154
New +$75.5K 0.01% 215

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

Bollard Group's WMB Position: Q1 2026 in Review

Bollard Group increased its Williams Companies (WMB) stake by 10% in Q1 2026, buying an estimated $391K and bringing the position to 61,869 shares worth $4.5M. The position accounts for 0.13% of the portfolio, ranked #66.

Bollard Group first reported a position in WMB in Q3 2013 and has held it in 48 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Bollard Group held 61,869 shares of Williams Companies worth $4.5M as of Q1 2026.
  • Bollard Group bought 5,652 Williams Companies shares in Q1 2026, an estimated $391K.
  • Williams Companies made up 0.13% of Bollard Group's portfolio in Q1 2026, its #66 holding.
  • Bollard Group first reported a position in Williams Companies in Q3 2013 and has held it in 48 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Bollard Group's 13F filing for Q1 2026, filed 14 May 2026.