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Caldwell Investment Management’s Williams Companies WMB Stock Holding History

Caldwell Investment 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 		– Sell
-14,000
Closed -$1.02M – 65
2026
Q1 		$1.02M Buy
+14,000
New +$969K 0.4% 42

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

Caldwell Investment Management's WMB Position: Q2 2026 in Review

Caldwell Investment Management sold out of Williams Companies (WMB) in Q2 2026, closing a stake of 14,000 shares — an estimated $1.02M sold.

Caldwell Investment Management first reported a position in WMB in Q1 2026 and held it in 1 quarter. The position peaked at $1.02M in Q1 2026. 1,831 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Caldwell Investment Management reported no remaining Williams Companies position as of Q2 2026 after selling out during the quarter.
  • Caldwell Investment Management sold 14,000 Williams Companies shares in Q2 2026, an estimated $1.02M.
  • Caldwell Investment Management first reported a position in Williams Companies in Q1 2026 and held it in 1 quarter.
  • Caldwell Investment Management's Williams Companies position peaked at $1.02M in Q1 2026.
  • 1,831 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Caldwell Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.