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COWA LLC’s Williams Companies WMB Stock Holding History

COWA 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 		$365K Buy
5,015
+320
+7% +$22.2K 0.1% 124
2025
Q4 		$282K Sell
4,695
-420
-8% -$25.4K 0.09% 130
2025
Q3 		$324K Hold
5,115
– – 0.11% 118
2025
Q2 		$321K Sell
5,115
-1,445
-22% -$85.3K 0.12% 106
2025
Q1 		$441K Sell
6,560
-360
-5% -$20.6K 0.19% 90
2024
Q4 		$437K Buy
6,920
+1,905
+38% +$103K 0.2% 89
2024
Q3 		$229K Sell
5,015
-1,982
-28% -$87.1K 0.11% 117
2024
Q2 		$342K Buy
+6,997
New +$281K 0.18% 89
2023
Q2 		– Sell
-17,149
Closed -$152K – 123
2023
Q1 		$152K Buy
17,149
+11,038
+181% +$341K 0.12% 107
2022
Q4 		$213K Buy
6,111
+991
+19% +$32.3K 0.13% 111
2022
Q3 		$147K Buy
+5,120
New +$167K 0.1% 124
2021
Q2 		– Sell
-6,580
Closed -$154K – 338
2021
Q1 		$154K Buy
6,580
+360
+6% +$8.18K 0.09% 133
2020
Q4 		$137K Buy
+6,220
New +$126K 0.1% 134

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

COWA LLC's WMB Position: Q1 2026 in Review

COWA LLC increased its Williams Companies (WMB) stake by 6.8% in Q1 2026, buying an estimated $22.2K and bringing the position to 5,015 shares worth $365K. The position accounts for 0.1% of the portfolio, ranked #124.

COWA LLC first reported a position in WMB in Q4 2020 and has held it in 13 quarters since. The position peaked at $441K in Q1 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • COWA LLC held 5,015 shares of Williams Companies worth $365K as of Q1 2026.
  • COWA LLC bought 320 Williams Companies shares in Q1 2026, an estimated $22.2K.
  • Williams Companies made up 0.1% of COWA LLC's portfolio in Q1 2026, its #124 holding.
  • COWA LLC first reported a position in Williams Companies in Q4 2020 and has held it in 13 quarters since.
  • COWA LLC's Williams Companies position peaked at $441K in Q1 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on COWA LLC's 13F filing for Q1 2026, filed 14 May 2026.