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Cambridge Financial Group’s Williams Companies WMB Stock Holding History

Cambridge Financial Group’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 		$9.7M Sell
133,238
-270
-0.2% -$18.7K 3.63% 11
2025
Q4 		$8.03M Sell
133,508
-1,105
-0.8% -$66.8K 3.07% 21
2025
Q3 		$8.53M Buy
134,613
+30,077
+29% +$1.77M 3.31% 16
2025
Q2 		$6.57M Sell
104,536
-40,382
-28% -$2.38M 3.31% 13
2025
Q1 		$8.66M Sell
144,918
-17,145
-11% -$981K 3.76% 8
2024
Q4 		$8.77M Buy
+162,063
New +$8.73M 3.62% 9
2024
Q2 		$7.3M Sell
171,717
-4,880
-3% -$196K 3.28% 13
2024
Q1 		$6.88M Sell
176,597
-1,065
-0.6% -$37.8K 3.05% 21
2023
Q4 		$6.19M Buy
177,662
+11,637
+7% +$408K 3.09% 21
2023
Q3 		$5.59M Buy
+166,025
New +$5.67M 3.05% 20
2022
Q4 		$5.26M Sell
159,982
-31,535
-16% -$1.03M 2.94% 20
2022
Q3 		$5.48M Buy
+191,517
New +$6.24M 3.3% 19

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

Cambridge Financial Group's WMB Position: Q1 2026 in Review

Cambridge Financial Group reduced its Williams Companies (WMB) stake by 0.2% in Q1 2026, selling an estimated $18.7K and leaving 133,238 shares worth $9.7M. The position accounts for 3.63% of the portfolio, ranked #11.

Cambridge Financial Group first reported a position in WMB in Q3 2022 and has held it in 12 quarters since. 1,808 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Cambridge Financial Group held 133,238 shares of Williams Companies worth $9.7M as of Q1 2026.
  • Cambridge Financial Group sold 270 Williams Companies shares in Q1 2026, an estimated $18.7K.
  • Williams Companies made up 3.63% of Cambridge Financial Group's portfolio in Q1 2026, its #11 holding.
  • Cambridge Financial Group first reported a position in Williams Companies in Q3 2022 and has held it in 12 quarters since.
  • 1,808 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Cambridge Financial Group's 13F filing for Q1 2026, filed 14 May 2026.