DBRC
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D.B. Root & Company’s Williams Companies WMB Stock Holding History

D.B. Root & Company’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 		$1.33M Sell
17,956
-312
-2% -$23K 0.28% 49
2026
Q1 		$1.33M Buy
18,268
+32
+0.2% +$2.22K 0.32% 44
2025
Q4 		$1.1M Buy
18,236
+561
+3% +$33.9K 0.27% 52
2025
Q3 		$1.12M Buy
17,675
+216
+1% +$12.7K 0.28% 58
2025
Q2 		$1.1M Sell
17,459
-334
-2% -$19.7K 0.32% 57
2025
Q1 		$1.06M Sell
17,793
-126
-0.7% -$7.21K 0.34% 53
2024
Q4 		$970K Sell
17,919
-545
-3% -$29.4K 0.31% 59
2024
Q3 		$843K Sell
18,464
-4,415
-19% -$194K 0.28% 68
2024
Q2 		$972K Sell
22,879
-16,706
-42% -$670K 0.33% 59
2024
Q1 		$1.54M Sell
39,585
-525
-1% -$18.7K 0.52% 42
2023
Q4 		$1.4M Sell
40,110
-569
-1% -$20K 0.51% 45
2023
Q3 		$1.37M Buy
40,679
+2,189
+6% +$74.7K 0.53% 43
2023
Q2 		$1.26M Buy
+38,490
New +$1.16M 0.48% 55

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

D.B. Root & Company's WMB Position: Q2 2026 in Review

D.B. Root & Company reduced its Williams Companies (WMB) stake by 1.7% in Q2 2026, selling an estimated $23K and leaving 17,956 shares worth $1.33M. The position accounts for 0.28% of the portfolio, ranked #49.

D.B. Root & Company first reported a position in WMB in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.54M in Q1 2024. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • D.B. Root & Company held 17,956 shares of Williams Companies worth $1.33M as of Q2 2026.
  • D.B. Root & Company sold 312 Williams Companies shares in Q2 2026, an estimated $23K.
  • Williams Companies made up 0.28% of D.B. Root & Company's portfolio in Q2 2026, its #49 holding.
  • D.B. Root & Company first reported a position in Williams Companies in Q2 2023 and has held it in 13 quarters since.
  • D.B. Root & Company's Williams Companies position peaked at $1.54M in Q1 2024.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.