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 Q2	$2.21M	Buy	29,792 +1,356	+5%	+$99.8K	0.02%	390
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Choreo LLC's WMB Position: Q2 2026 in Review

Choreo LLC increased its Williams Companies (WMB) stake by 4.8% in Q2 2026, buying an estimated $99.8K and bringing the position to 29,792 shares worth $2.21M. The position accounts for 0.02% of the portfolio, ranked #390.

Choreo LLC first reported a position in WMB in Q1 2023 and has held it in 11 quarters since. The position peaked at $2.29M in Q3 2024. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Choreo LLC held 29,792 shares of Williams Companies worth $2.21M as of Q2 2026.
Choreo LLC bought 1,356 Williams Companies shares in Q2 2026, an estimated $99.8K.
Williams Companies made up 0.02% of Choreo LLC's portfolio in Q2 2026, its #390 holding.
Choreo LLC first reported a position in Williams Companies in Q1 2023 and has held it in 11 quarters since.
Choreo LLC's Williams Companies position peaked at $2.29M in Q3 2024.
1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.