Counterpoint Mutual Funds’s Williams Companies WMB Stock Holding History

Counterpoint Mutual Funds’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	–	Sell	-5,006	Closed	-$301K	–	503
2025 Q4	$301K	Buy	+5,006	New	+$303K	0.02%	239
2025 Q3	–	Sell	-30,124	Closed	-$1.89M	–	481
2025 Q2	$1.89M	Buy	30,124 +7,676	+34%	+$453K	0.17%	53
2025 Q1	$1.34M	Buy	+22,448	New	+$1.28M	0.19%	42
2023 Q2	–	Sell	-3,506	Closed	-$105K	–	481
2023 Q1	$105K	Buy	+3,506	New	+$108K	0.09%	233

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

Counterpoint Mutual Funds's WMB Position: Q1 2026 in Review

Counterpoint Mutual Funds sold out of Williams Companies (WMB) in Q1 2026, closing a stake of 5,006 shares — an estimated $301K sold.

Counterpoint Mutual Funds first reported a position in WMB in Q1 2023 and held it in 4 quarters. The position peaked at $1.89M in Q2 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Counterpoint Mutual Funds reported no remaining Williams Companies position as of Q1 2026 after selling out during the quarter.
Counterpoint Mutual Funds sold 5,006 Williams Companies shares in Q1 2026, an estimated $301K.
Counterpoint Mutual Funds first reported a position in Williams Companies in Q1 2023 and held it in 4 quarters.
Counterpoint Mutual Funds's Williams Companies position peaked at $1.89M in Q2 2025.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q1 2026, filed 27 Apr 2026.