Brown, Lisle/Cummings’s Williams Companies WMB Stock Holding History

Brown, Lisle/Cummings’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	$52.7K	Buy	724 +334	+86%	+$23.1K	0.01%	353
2025 Q4	$23.4K	Hold	390	–	–	0.01%	414
2025 Q3	$24.7K	Hold	390	–	–	0.01%	405
2025 Q2	$24.5K	Hold	390	–	–	0.01%	404
2025 Q1	$23.3K	Buy	390 +25	+7%	+$1.43K	0.01%	400
2024 Q4	$19.8K	Hold	365	–	–	0.01%	421
2024 Q3	$16.7K	Hold	365	–	–	0.01%	411
2024 Q2	$15.5K	Hold	365	–	–	0.01%	410
2024 Q1	$14.2K	Hold	365	–	–	﹤0.01%	402
2023 Q4	$12.7K	Hold	365	–	–	﹤0.01%	414
2023 Q3	$12.3K	Hold	365	–	–	0.01%	384
2023 Q2	$11.9K	Buy	+365	New	+$11K	0.01%	402

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

Brown, Lisle/Cummings's WMB Position: Q1 2026 in Review

Brown, Lisle/Cummings increased its Williams Companies (WMB) stake by 86% in Q1 2026, buying an estimated $23.1K and bringing the position to 724 shares worth $52.7K. The position accounts for 0.01% of the portfolio, ranked #353.

Brown, Lisle/Cummings first reported a position in WMB in Q2 2023 and has held it in 12 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Brown, Lisle/Cummings held 724 shares of Williams Companies worth $52.7K as of Q1 2026.
Brown, Lisle/Cummings bought 334 Williams Companies shares in Q1 2026, an estimated $23.1K.
Williams Companies made up 0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #353 holding.
Brown, Lisle/Cummings first reported a position in Williams Companies in Q2 2023 and has held it in 12 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.