Catalina Capital Group’s Williams Companies WMB Stock Holding History

Catalina Capital 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	$282K	Buy	3,872 +37	+1%	+$2.56K	0.17%	114
2025 Q4	$231K	Sell	3,835 -19	-0.5%	-$1.15K	0.14%	128
2025 Q3	$244K	Buy	3,854 +21	+0.5%	+$1.23K	0.15%	117
2025 Q2	$241K	Sell	3,833 -304	-7%	-$17.9K	0.16%	117
2025 Q1	$247K	Sell	4,137 -4,763	-54%	-$273K	0.16%	132
2024 Q4	$482K	Buy	8,900 +459	+5%	+$24.7K	0.16%	128
2024 Q3	$385K	Buy	8,441 +906	+12%	+$39.8K	0.13%	160
2024 Q2	$320K	Buy	7,535 +572	+8%	+$22.9K	0.12%	173
2024 Q1	$271K	Buy	+6,963	New	+$247K	0.11%	194

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

Catalina Capital Group's WMB Position: Q1 2026 in Review

Catalina Capital Group increased its Williams Companies (WMB) stake by 0.96% in Q1 2026, buying an estimated $2.56K and bringing the position to 3,872 shares worth $282K. The position accounts for 0.17% of the portfolio, ranked #114.

Catalina Capital Group first reported a position in WMB in Q1 2024 and has held it in 9 quarters since. The position peaked at $482K in Q4 2024. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Catalina Capital Group held 3,872 shares of Williams Companies worth $282K as of Q1 2026.
Catalina Capital Group bought 37 Williams Companies shares in Q1 2026, an estimated $2.56K.
Williams Companies made up 0.17% of Catalina Capital Group's portfolio in Q1 2026, its #114 holding.
Catalina Capital Group first reported a position in Williams Companies in Q1 2024 and has held it in 9 quarters since.
Catalina Capital Group's Williams Companies position peaked at $482K in Q4 2024.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Catalina Capital Group's 13F filing for Q1 2026, filed 23 Apr 2026.