Cherokee Insurance’s Williams Companies WMB Stock Holding History

Cherokee Insurance’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	$1.44M	Sell	19,729 -5,000	-20%	-$346K	0.55%	53
2025 Q4	$1.49M	Hold	24,729	–	–	0.6%	47
2025 Q3	$1.57M	Hold	24,729	–	–	0.67%	42
2025 Q2	$1.55M	Hold	24,729	–	–	0.68%	42
2025 Q1	$1.48M	Hold	24,729	–	–	0.65%	44
2024 Q4	$1.34M	Buy	+24,729	New	+$1.33M	0.61%	46

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

Cherokee Insurance's WMB Position: Q1 2026 in Review

Cherokee Insurance reduced its Williams Companies (WMB) stake by 20% in Q1 2026, selling an estimated $346K and leaving 19,729 shares worth $1.44M. The position accounts for 0.55% of the portfolio, ranked #53.

Cherokee Insurance first reported a position in WMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.57M in Q3 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Cherokee Insurance held 19,729 shares of Williams Companies worth $1.44M as of Q1 2026.
Cherokee Insurance sold 5,000 Williams Companies shares in Q1 2026, an estimated $346K.
Williams Companies made up 0.55% of Cherokee Insurance's portfolio in Q1 2026, its #53 holding.
Cherokee Insurance first reported a position in Williams Companies in Q4 2024 and has held it in 6 quarters since.
Cherokee Insurance's Williams Companies position peaked at $1.57M in Q3 2025.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Cherokee Insurance's 13F filing for Q1 2026, filed 28 Apr 2026.