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Caldwell Sutter Capital’s Williams Companies WMB Stock Holding History

Caldwell Sutter Capital’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 		$749K Sell
10,296
-405
-4% -$28K 0.3% 85
2025
Q4 		$643K Sell
10,701
-155
-1% -$9.37K 0.27% 94
2025
Q3 		$688K Sell
10,856
-716
-6% -$42K 0.29% 90
2025
Q2 		$727K Sell
11,572
-383
-3% -$22.6K 0.33% 83
2025
Q1 		$714K Sell
11,955
-1,128
-9% -$64.6K 0.34% 80
2024
Q4 		$708K Sell
13,083
-434
-3% -$23.4K 0.33% 82
2024
Q3 		$617K Sell
13,517
-510
-4% -$22.4K 0.29% 94
2024
Q2 		$596K Sell
14,027
-212
-1% -$8.5K 0.3% 95
2024
Q1 		$555K Sell
14,239
-296
-2% -$10.5K 0.27% 101
2023
Q4 		$506K Sell
14,535
-507
-3% -$17.8K 0.26% 103
2023
Q3 		$507K Buy
15,042
+381
+3% +$13K 0.28% 96
2023
Q2 		$478K Buy
14,661
+7,289
+99% +$219K 0.25% 100
2023
Q1 		$220K Buy
+7,372
New +$228K 0.16% 113

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

Caldwell Sutter Capital's WMB Position: Q1 2026 in Review

Caldwell Sutter Capital reduced its Williams Companies (WMB) stake by 3.8% in Q1 2026, selling an estimated $28K and leaving 10,296 shares worth $749K. The position accounts for 0.3% of the portfolio, ranked #85.

Caldwell Sutter Capital first reported a position in WMB in Q1 2023 and has held it in 13 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Caldwell Sutter Capital held 10,296 shares of Williams Companies worth $749K as of Q1 2026.
  • Caldwell Sutter Capital sold 405 Williams Companies shares in Q1 2026, an estimated $28K.
  • Williams Companies made up 0.3% of Caldwell Sutter Capital's portfolio in Q1 2026, its #85 holding.
  • Caldwell Sutter Capital first reported a position in Williams Companies in Q1 2023 and has held it in 13 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.