CM
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Churchill Management’s Williams Companies WMB Stock Holding History

Churchill 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
2023
Q2 		– Sell
-243,133
Closed -$7.26M – 163
2023
Q1 		$7.26M Sell
243,133
-1,398
-0.6% -$43.2K 0.15% 80
2022
Q4 		$8.05M Buy
+244,531
New +$7.96M 0.19% 68
2014
Q4 		– Sell
-111,885
Closed -$6.19M – 206
2014
Q3 		$6.19M Sell
111,885
-4,355
-4% -$250K 0.25% 53
2014
Q2 		$6.77M Buy
116,240
+11,380
+11% +$527K 0.31% 36
2014
Q1 		$4.25M Buy
104,860
+6,546
+7% +$265K 0.17% 60
2013
Q4 		$3.79M Buy
98,314
+13,345
+16% +$480K 0.15% 52
2013
Q3 		$3.09M Buy
84,969
+74,969
+750% +$2.63M 0.16% 41
2013
Q2 		$325K Buy
+10,000
New +$360K 0.02% 155

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return