Choreo LLC’s Williams Companies WMB Stock Holding History

Choreo LLC’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	$2.07M	Sell	28,436 -163	-0.6%	-$11.3K	0.03%	384
2025 Q4	$1.72M	Buy	28,599 +2,344	+9%	+$142K	0.02%	413
2025 Q3	$1.66M	Buy	26,255 +317	+1%	+$18.6K	0.02%	419
2025 Q2	$1.63M	Sell	25,938 -9,086	-26%	-$536K	0.02%	424
2025 Q1	$2.09M	Sell	35,024 -6,960	-17%	-$398K	0.03%	325
2024 Q4	$2.27M	Sell	41,984 -7,369	-15%	-$397K	0.03%	323
2024 Q3	$2.29M	Buy	49,353 +7,033	+17%	+$309K	0.03%	321
2024 Q2	$1.79M	Buy	+42,320	New	+$1.7M	0.03%	348
2023 Q3	–	Sell	-11,052	Closed	-$361K	–	486
2023 Q2	$361K	Buy	11,052 +18	+0.2%	+$540	0.01%	354
2023 Q1	$329K	Buy	+11,034	New	+$341K	0.01%	371

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

Choreo LLC's WMB Position: Q1 2026 in Review

Choreo LLC reduced its Williams Companies (WMB) stake by 0.57% in Q1 2026, selling an estimated $11.3K and leaving 28,436 shares worth $2.07M. The position accounts for 0.03% of the portfolio, ranked #384.

Choreo LLC first reported a position in WMB in Q1 2023 and has held it in 10 quarters since. The position peaked at $2.29M in Q3 2024. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Choreo LLC held 28,436 shares of Williams Companies worth $2.07M as of Q1 2026.
Choreo LLC sold 163 Williams Companies shares in Q1 2026, an estimated $11.3K.
Williams Companies made up 0.03% of Choreo LLC's portfolio in Q1 2026, its #384 holding.
Choreo LLC first reported a position in Williams Companies in Q1 2023 and has held it in 10 quarters since.
Choreo LLC's Williams Companies position peaked at $2.29M in Q3 2024.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.