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Catherine Avery Investment Management’s Williams Companies WMB Stock Holding History

Catherine Avery Investment Management’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 		$253K Hold
3,400
– – 0.11% 53
2026
Q1 		$247K Hold
3,400
– – 0.11% 50
2025
Q4 		$204K Hold
3,400
– – 0.12% 50
2025
Q3 		$215K Hold
3,400
– – 0.14% 48
2025
Q2 		$214K Hold
3,400
– – 0.16% 49
2025
Q1 		$203K Hold
3,400
– – 0.18% 44
2024
Q4 		$184K Buy
+3,400
New +$183K 0.16% 47

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

Catherine Avery Investment Management's WMB Position: Q2 2026 in Review

Catherine Avery Investment Management held its Williams Companies (WMB) position steady in Q2 2026 at 3,400 shares worth $253K. The position accounts for 0.11% of the portfolio, ranked #53.

Catherine Avery Investment Management first reported a position in WMB in Q4 2024 and has held it in 7 quarters since. 1,827 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Catherine Avery Investment Management held 3,400 shares of Williams Companies worth $253K as of Q2 2026.
  • Catherine Avery Investment Management left its Williams Companies share count unchanged in Q2 2026.
  • Williams Companies made up 0.11% of Catherine Avery Investment Management's portfolio in Q2 2026, its #53 holding.
  • Catherine Avery Investment Management first reported a position in Williams Companies in Q4 2024 and has held it in 7 quarters since.
  • 1,827 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.