Bryn Mawr Capital Management’s Williams Companies WMB Stock Holding History

Bryn Mawr 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 Q2	$215K	Buy	+2,897	New	+$213K	0.01%	439
2026 Q1	–	Sell	-4,264	Closed	-$256K	–	469
2025 Q4	$256K	Buy	4,264 +184	+5%	+$11.1K	0.01%	384
2025 Q3	$258K	Sell	4,080 -497	-11%	-$29.2K	0.01%	374
2025 Q2	$287K	Buy	4,577 +151	+3%	+$8.91K	0.02%	351
2025 Q1	$265K	Buy	+4,426	New	+$253K	0.02%	336
2018 Q4	–	Sell	-13,084	Closed	-$356K	–	90
2018 Q3	$356K	Buy	13,084 +1	+0%	+$29	0.3%	54
2018 Q2	$355K	Hold	13,083	–	–	0.31%	50
2018 Q1	$325K	Buy	13,083 +292	+2%	+$8.62K	0.3%	50
2017 Q4	$384K	Hold	12,791	–	–	0.5%	39
2017 Q3	$384K	Buy	12,791 +127	+1%	+$3.86K	0.4%	47
2017 Q2	$383K	Buy	12,664 +133	+1%	+$3.96K	0.43%	40
2017 Q1	$371K	Buy	+12,531	New	+$362K	0.38%	48

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bryn Mawr Capital Management's WMB Position: Q2 2026 in Review

Bryn Mawr Capital Management opened a new position in Williams Companies (WMB) in Q2 2026: 2,897 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #439 among its holdings. This is a return to the name: Bryn Mawr Capital Management previously reported a position in WMB as recently as Q4 2025.

Bryn Mawr Capital Management first reported a position in WMB in Q1 2017 and has held it in 12 quarters since. The position peaked at $384K in Q4 2017. 1,820 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Bryn Mawr Capital Management held 2,897 shares of Williams Companies worth $215K as of Q2 2026.
Williams Companies was a new Bryn Mawr Capital Management position in Q2 2026.
Williams Companies made up 0.01% of Bryn Mawr Capital Management's portfolio in Q2 2026, its #439 holding.
Bryn Mawr Capital Management first reported a position in Williams Companies in Q1 2017 and has held it in 12 quarters since.
Bryn Mawr Capital Management's Williams Companies position peaked at $384K in Q4 2017.
1,820 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.