DIP
WMB icon

Davis Investment Partners’s Williams Companies WMB Stock Holding History

Davis Investment Partners’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 		$452K Hold
6,207
– – 0.16% 121
2025
Q4 		$378K Hold
6,207
– – 0.13% 121
2025
Q3 		$395K Hold
6,207
– – 0.13% 125
2025
Q2 		$364K Hold
6,207
– – 0.13% 130
2025
Q1 		$356K Buy
6,207
+893
+17% +$51.1K 0.16% 114
2024
Q4 		$295K Hold
5,314
– – 0.12% 99
2024
Q3 		$253K Hold
5,314
– – 0.11% 102
2024
Q2 		$228K Hold
5,314
– – 0.09% 108
2024
Q1 		$207K Buy
+5,314
New +$189K 0.09% 114

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

Davis Investment Partners's WMB Position: Q1 2026 in Review

Davis Investment Partners held its Williams Companies (WMB) position steady in Q1 2026 at 6,207 shares worth $452K. The position accounts for 0.16% of the portfolio, ranked #121.

Davis Investment Partners first reported a position in WMB in Q1 2024 and has held it in 9 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Davis Investment Partners held 6,207 shares of Williams Companies worth $452K as of Q1 2026.
  • Davis Investment Partners left its Williams Companies share count unchanged in Q1 2026.
  • Williams Companies made up 0.16% of Davis Investment Partners's portfolio in Q1 2026, its #121 holding.
  • Davis Investment Partners first reported a position in Williams Companies in Q1 2024 and has held it in 9 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Davis Investment Partners's 13F filing for Q1 2026, filed 20 Apr 2026.