CJ
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Caitlin John’s Williams Companies WMB Stock Holding History

Caitlin John’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 		$92.4K Buy
1,243
+9
+0.7% +$662 0.05% 270
2026
Q1 		$89.8K Buy
1,234
+9
+0.7% +$623 0.05% 235
2025
Q4 		$73.6K Buy
1,225
+10
+0.8% +$605 0.05% 259
2025
Q3 		$77K Buy
+1,215
New +$71.3K 0.05% 217
2025
Q1 		– Sell
-1,408
Closed -$76.2K – 805
2024
Q4 		$76.2K Sell
1,408
-269
-16% -$14.5K 0.05% 194
2024
Q3 		$93.2K Buy
1,677
+513
+44% +$22.6K 0.06% 182
2024
Q2 		$49.5K Buy
1,164
+2
+0.2% +$80 0.04% 249
2024
Q1 		$45.3K Buy
1,162
+2
+0.2% +$71 0.03% 250
2023
Q4 		$40.4K Buy
+1,160
New +$40.7K 0.03% 247

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Caitlin John's WMB Position: Q2 2026 in Review

Caitlin John increased its Williams Companies (WMB) stake by 0.73% in Q2 2026, buying an estimated $662 and bringing the position to 1,243 shares worth $92.4K. The position accounts for 0.05% of the portfolio, ranked #270.

Caitlin John first reported a position in WMB in Q4 2023 and has held it in 9 quarters since. The position peaked at $93.2K in Q3 2024. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Caitlin John held 1,243 shares of Williams Companies worth $92.4K as of Q2 2026.
  • Caitlin John bought 9 Williams Companies shares in Q2 2026, an estimated $662.
  • Williams Companies made up 0.05% of Caitlin John's portfolio in Q2 2026, its #270 holding.
  • Caitlin John first reported a position in Williams Companies in Q4 2023 and has held it in 9 quarters since.
  • Caitlin John's Williams Companies position peaked at $93.2K in Q3 2024.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.