CSC
WMB icon

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
Q2 		$736K Sell
9,897
-399
-4% -$29.4K 0.28% 93
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 $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 Sutter Capital's WMB Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Williams Companies (WMB) stake by 3.9% in Q2 2026, selling an estimated $29.4K and leaving 9,897 shares worth $736K. The position accounts for 0.28% of the portfolio, ranked #93.

Caldwell Sutter Capital first reported a position in WMB in Q1 2023 and has held it in 14 quarters since. The position peaked at $749K in Q1 2026. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Caldwell Sutter Capital held 9,897 shares of Williams Companies worth $736K as of Q2 2026.
  • Caldwell Sutter Capital sold 399 Williams Companies shares in Q2 2026, an estimated $29.4K.
  • Williams Companies made up 0.28% of Caldwell Sutter Capital's portfolio in Q2 2026, its #93 holding.
  • Caldwell Sutter Capital first reported a position in Williams Companies in Q1 2023 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's Williams Companies position peaked at $749K in Q1 2026.
  • 1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.