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Chicago Partners Investment Group’s Williams Companies WMB Stock Holding History

Chicago Partners Investment 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 		$19.9M Sell
279,287
-20,130
-7% -$1.39M 0.44% 51
2025
Q4 		$19.5M Sell
299,417
-6,819
-2% -$412K 0.48% 51
2025
Q3 		$17.6M Sell
306,236
-2,824
-0.9% -$166K 0.46% 50
2025
Q2 		$17.8M Sell
309,060
-3,507
-1% -$207K 0.51% 41
2025
Q1 		$18.4M Sell
312,567
-15,412
-5% -$882K 0.61% 37
2024
Q4 		$18.5M Sell
327,979
-6,977
-2% -$376K 0.61% 35
2024
Q3 		$17.5M Sell
334,956
-856
-0.3% -$37.6K 0.62% 37
2024
Q2 		$14.4M Sell
335,812
-13,114
-4% -$526K 0.56% 43
2024
Q1 		$13.5M Buy
348,926
+7,294
+2% +$259K 0.58% 41
2023
Q4 		$11.6M Sell
341,632
-6,624
-2% -$232K 0.54% 45
2023
Q3 		$12.1M Buy
348,256
+5,722
+2% +$195K 0.65% 31
2023
Q2 		$11.5M Sell
342,534
-15,998
-4% -$480K 0.6% 36
2023
Q1 		$10.9M Sell
358,532
-1,723
-0.5% -$53.2K 0.63% 32
2022
Q4 		$11.6M Buy
360,255
+11,210
+3% +$365K 0.71% 28
2022
Q3 		$11.8M Buy
349,045
+5,341
+2% +$174K 0.84% 26
2022
Q2 		$11.7M Sell
343,704
-728
-0.2% -$25.1K 0.85% 24
2022
Q1 		$12.1M Buy
344,432
+2,890
+0.8% +$88.3K 0.93% 25
2021
Q4 		$10.3M Buy
341,542
+1,567
+0.5% +$43.3K 0.73% 33
2021
Q3 		$9.82M Buy
339,975
+5,164
+2% +$130K 0.69% 35
2021
Q2 		$8.57M Sell
334,811
-4,731
-1% -$121K 0.64% 36
2021
Q1 		$8.14M Buy
339,542
+14,143
+4% +$321K 0.67% 35
2020
Q4 		$7.03M Sell
325,399
-19,554
-6% -$396K 0.67% 37
2020
Q3 		$6.55M Buy
344,953
+4,900
+1% +$99.8K 0.78% 31
2020
Q2 		$6.4M Sell
340,053
-1,863
-0.5% -$34.7K 0.8% 33
2020
Q1 		$6.18M Buy
341,916
+10,895
+3% +$211K 0.95% 27
2019
Q4 		$7.96M Sell
331,021
-12,941
-4% -$296K 0.98% 26
2019
Q3 		$7.99M Sell
343,962
-9,033
-3% -$228K 1.12% 21
2019
Q2 		$9.75M Buy
352,995
+3,280
+0.9% +$91.1K 1.4% 17
2019
Q1 		$9.9M Sell
349,715
-1,023
-0.3% -$27.4K 1.47% 16
2018
Q4 		$8.82M Buy
350,738
+24,433
+7% +$611K 1.31% 19
2018
Q3 		$7.84M Buy
326,305
+260,367
+395% +$7.55M 1.17% 20
2018
Q2 		$1.79M Buy
65,938
+5,965
+10% +$157K 0.28% 64
2018
Q1 		$1.49M Sell
59,973
-16,441
-22% -$485K 0.26% 68
2017
Q4 		$2.33M Buy
76,414
+49,141
+180% +$1.43M 0.38% 49
2017
Q3 		$818K Buy
27,273
+20,977
+333% +$638K 0.14% 113
2017
Q2 		$194K Sell
6,296
-8,409
-57% -$251K 0.05% 201
2017
Q1 		$435K Buy
14,705
+8,973
+157% +$259K 0.12% 120
2016
Q4 		$178K Sell
5,732
-453
-7% -$13.7K 0.06% 181
2016
Q3 		$190K Buy
6,185
+2,491
+67% +$66.1K 0.08% 175
2016
Q2 		$80K Sell
3,694
-27,064
-88% -$543K 0.04% 206
2016
Q1 		$494K Buy
30,758
+11,760
+62% +$202K 0.26% 61
2015
Q4 		$488K Buy
18,998
+2,350
+14% +$82.1K 0.23% 78
2015
Q3 		$613K Sell
16,648
-9,003
-35% -$448K 0.34% 58
2015
Q2 		$1.33M Buy
25,651
+14,032
+121% +$723K 0.6% 40
2015
Q1 		$522K Buy
11,619
+10,832
+1,376% +$502K 0.23% 68
2014
Q4 		$35K Buy
+787
New +$40.2K 0.01% 248

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

Chicago Partners Investment Group's WMB Position: Q1 2026 in Review

Chicago Partners Investment Group reduced its Williams Companies (WMB) stake by 6.7% in Q1 2026, selling an estimated $1.39M and leaving 279,287 shares worth $19.9M. The position accounts for 0.44% of the portfolio, ranked #51.

Chicago Partners Investment Group first reported a position in WMB in Q4 2014 and has held it in 46 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Chicago Partners Investment Group held 279,287 shares of Williams Companies worth $19.9M as of Q1 2026.
  • Chicago Partners Investment Group sold 20,130 Williams Companies shares in Q1 2026, an estimated $1.39M.
  • Williams Companies made up 0.44% of Chicago Partners Investment Group's portfolio in Q1 2026, its #51 holding.
  • Chicago Partners Investment Group first reported a position in Williams Companies in Q4 2014 and has held it in 46 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.