BCI
WMB icon

Brinker Capital Investments’s Williams Companies WMB Stock Holding History

Brinker Capital Investments’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 		$6.1M Sell
83,770
-6,654
-7% -$461K 0.05% 324
2025
Q4 		$5.44M Sell
90,424
-991
-1% -$59.9K 0.04% 406
2025
Q3 		$5.79M Sell
91,415
-14,907
-14% -$875K 0.04% 376
2025
Q2 		$6.68M Buy
106,322
+17,908
+20% +$1.06M 0.06% 306
2025
Q1 		$5.28M Buy
88,414
+26,663
+43% +$1.53M 0.05% 334
2024
Q4 		$3.34M Sell
61,751
-52,996
-46% -$2.86M 0.03% 460
2024
Q3 		$5.24M Buy
114,747
+69
+0.1% +$3.03K 0.05% 321
2024
Q2 		$4.87M Buy
114,678
+67
+0.1% +$2.69K 0.05% 314
2024
Q1 		$4.47M Sell
114,611
-8,642
-7% -$307K 0.05% 349
2023
Q4 		$4.39M Sell
123,253
-5,638
-4% -$198K 0.05% 330
2023
Q3 		$4.34M Sell
128,891
-15,439
-11% -$527K 0.05% 333
2023
Q2 		$4.71M Buy
144,330
+6,318
+5% +$190K 0.05% 345
2023
Q1 		$4.12M Buy
138,012
+61,072
+79% +$1.89M 0.05% 319
2022
Q4 		$2.53M Buy
76,940
+345
+0.5% +$11.2K 0.05% 388
2022
Q3 		$2.19M Sell
76,595
-279
-0.4% -$9.09K 0.05% 423
2022
Q2 		$2.4M Sell
76,874
-4,001
-5% -$138K 0.05% 398
2022
Q1 		$2.7M Buy
80,875
+3,872
+5% +$118K 0.04% 421
2021
Q4 		$2M Buy
77,003
+9,105
+13% +$252K 0.03% 574
2021
Q3 		$1.8M Hold
67,898
– – 0.03% 575
2021
Q2 		$1.8M Buy
67,898
+11,970
+21% +$306K 0.02% 632
2021
Q1 		$1.32M Sell
55,928
-18,202
-25% -$413K 0.02% 621
2020
Q4 		$1.49M Buy
74,130
+38,659
+109% +$784K 0.02% 615
2020
Q3 		$697K Buy
+35,471
New +$722K 0.01% 810
2020
Q1 		– Sell
-77
Closed -$2K – 765
2019
Q4 		$2K Hold
77
– – ﹤0.01% 759
2019
Q3 		$2K Hold
77
– – ﹤0.01% 709
2019
Q2 		$2K Hold
77
– – ﹤0.01% 894
2019
Q1 		$2K Hold
77
– – ﹤0.01% 792
2018
Q4 		$2K Hold
77
– – ﹤0.01% 631
2018
Q3 		$2K Buy
+77
New +$2.23K ﹤0.01% 601

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

Brinker Capital Investments's WMB Position: Q1 2026 in Review

Brinker Capital Investments reduced its Williams Companies (WMB) stake by 7.4% in Q1 2026, selling an estimated $461K and leaving 83,770 shares worth $6.1M. The position accounts for 0.05% of the portfolio, ranked #324.

Brinker Capital Investments first reported a position in WMB in Q3 2018 and has held it in 29 quarters since. The position peaked at $6.68M in Q2 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Brinker Capital Investments held 83,770 shares of Williams Companies worth $6.1M as of Q1 2026.
  • Brinker Capital Investments sold 6,654 Williams Companies shares in Q1 2026, an estimated $461K.
  • Williams Companies made up 0.05% of Brinker Capital Investments's portfolio in Q1 2026, its #324 holding.
  • Brinker Capital Investments first reported a position in Williams Companies in Q3 2018 and has held it in 29 quarters since.
  • Brinker Capital Investments's Williams Companies position peaked at $6.68M in Q2 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.