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
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 $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

Caitlin John's WMB Position: Q1 2026 in Review

Caitlin John increased its Williams Companies (WMB) stake by 0.73% in Q1 2026, buying an estimated $623 and bringing the position to 1,234 shares worth $89.8K. The position accounts for 0.05% of the portfolio, ranked #235.

Caitlin John first reported a position in WMB in Q4 2023 and has held it in 8 quarters since. The position peaked at $93.2K in Q3 2024. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Caitlin John held 1,234 shares of Williams Companies worth $89.8K as of Q1 2026.
  • Caitlin John bought 9 Williams Companies shares in Q1 2026, an estimated $623.
  • Williams Companies made up 0.05% of Caitlin John's portfolio in Q1 2026, its #235 holding.
  • Caitlin John first reported a position in Williams Companies in Q4 2023 and has held it in 8 quarters since.
  • Caitlin John's Williams Companies position peaked at $93.2K in Q3 2024.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.