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 Q1	$1.02M	Buy	+14,000	New	+$969K	0.4%	42

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

Caldwell Investment Management's WMB Position: Q1 2026 in Review

Caldwell Investment Management opened a new position in Williams Companies (WMB) in Q1 2026: 14,000 shares worth $1.02M. The stake represents 0.4% of the portfolio and ranks #42 among its holdings.

1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Caldwell Investment Management held 14,000 shares of Williams Companies worth $1.02M as of Q1 2026.
Williams Companies was a new Caldwell Investment Management position in Q1 2026.
Williams Companies made up 0.4% of Caldwell Investment Management's portfolio in Q1 2026, its #42 holding.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Caldwell Investment Management's 13F filing for Q1 2026, filed 14 May 2026.