Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s Williams Companies WMB Stock Holding History

Capital Fund Management (CFM)’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 		$4.56M Sell
62,700
-55,000
-47% -$3.81M 0.02% 934
2025
Q4 		$7.07M Sell
117,700
-64,000
-35% -$3.87M 0.02% 1000
2025
Q3 		$11.5M Sell
181,700
-36,400
-17% -$2.14M 0.03% 748
2025
Q2 		$13.7M Sell
218,100
-220,000
-50% -$13M 0.04% 605
2025
Q1 		$26.2M Buy
438,100
+257,300
+142% +$14.7M 0.08% 361
2024
Q4 		$9.78M Buy
180,800
+99,400
+122% +$5.36M 0.03% 758
2024
Q3 		$3.72M Sell
81,400
-29,000
-26% -$1.27M 0.01% 1158
2024
Q2 		$4.69M Buy
110,400
+40,700
+58% +$1.63M 0.01% 975
2024
Q1 		$2.72M Sell
69,700
-66,400
-49% -$2.36M 0.01% 1304
2023
Q4 		$4.74M Buy
136,100
+99,000
+267% +$3.47M 0.01% 1114
2023
Q3 		$1.25M Sell
37,100
-6,200
-14% -$212K ﹤0.01% 1561
2023
Q2 		$1.41M Buy
+43,300
New +$1.3M 0.01% 1302
2023
Q1 		– Sell
-11,300
Closed -$372K – 1760
2022
Q4 		$372K Buy
+11,300
New +$368K ﹤0.01% 1314
2020
Q4 		– Sell
-18,700
Closed -$367K – 1590
2020
Q3 		$367K Buy
+18,700
New +$381K ﹤0.01% 1088
2018
Q4 		– Sell
-48,700
Closed -$1.32M – 2255
2018
Q3 		$1.32M Buy
48,700
+36,900
+313% +$1.07M 0.01% 1272
2018
Q2 		$320K Buy
+11,800
New +$311K ﹤0.01% 1762
2016
Q1 		– Sell
-86,900
Closed -$2.23M – 1888
2015
Q4 		$2.23M Sell
86,900
-15,900
-15% -$556K 0.02% 642
2015
Q3 		$3.79M Sell
102,800
-27,500
-21% -$1.37M 0.04% 456
2015
Q2 		$7.48M Buy
130,300
+43,800
+51% +$2.26M 0.09% 290
2015
Q1 		$4.38M Sell
86,500
-266,100
-75% -$12.3M 0.06% 380
2014
Q4 		$15.8M Sell
352,600
-74,600
-17% -$3.81M 0.19% 135
2014
Q3 		$23.6M Buy
427,200
+327,000
+326% +$18.8M 0.26% 84
2014
Q2 		$5.83M Buy
100,200
+92,400
+1,185% +$4.28M 0.06% 387
2014
Q1 		$317K Sell
7,800
-6,900
-47% -$280K ﹤0.01% 1452
2013
Q4 		$567K Buy
+14,700
New +$529K 0.01% 1214

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

Capital Fund Management (CFM)'s WMB Position: Q1 2026 in Review

Capital Fund Management (CFM) opened a new position in Williams Companies (WMB) in Q1 2026: 143,309 shares worth $10.4M. The stake represents 0.05% of the portfolio and ranks #536 among its holdings. This is a return to the name: Capital Fund Management (CFM) previously reported a position in WMB as recently as Q1 2025.

Capital Fund Management (CFM) first reported a position in WMB in Q2 2013 and has held it in 13 quarters since. The position peaked at $29.7M in Q4 2024. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Capital Fund Management (CFM) held 143,309 shares of Williams Companies worth $10.4M as of Q1 2026.
  • Williams Companies was a new Capital Fund Management (CFM) position in Q1 2026.
  • Williams Companies made up 0.05% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #536 holding.
  • Capital Fund Management (CFM) first reported a position in Williams Companies in Q2 2013 and has held it in 13 quarters since.
  • Capital Fund Management (CFM)'s Williams Companies position peaked at $29.7M in Q4 2024.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.