Del-Sette Capital Management’s Williams Companies WMB Stock Holding History

Del-Sette Capital 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
2026 Q1	$429K	Sell	5,890 -454	-7%	-$31.4K	0.26%	40
2025 Q4	$381K	Hold	6,344	–	–	0.24%	51
2025 Q3	$402K	Sell	6,344 -48,865	-89%	-$2.87M	0.25%	52
2025 Q2	$3.47M	Buy	55,209 +9,551	+21%	+$564K	2.41%	13
2025 Q1	$2.73M	Buy	45,658 +4,773	+12%	+$273K	2.14%	17
2024 Q4	$2.21M	Sell	40,885 -10,898	-21%	-$587K	1.8%	16
2024 Q3	$2.36M	Sell	51,783 -475	-0.9%	-$20.9K	1.85%	18
2024 Q2	$2.22M	Sell	52,258 -58,503	-53%	-$2.35M	1.82%	18
2024 Q1	$4.32M	Buy	+110,761	New	+$3.94M	3.55%	9

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

Del-Sette Capital Management's WMB Position: Q1 2026 in Review

Del-Sette Capital Management reduced its Williams Companies (WMB) stake by 7.2% in Q1 2026, selling an estimated $31.4K and leaving 5,890 shares worth $429K. The position accounts for 0.26% of the portfolio, ranked #40.

Del-Sette Capital Management first reported a position in WMB in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.32M in Q1 2024. 1,808 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Del-Sette Capital Management held 5,890 shares of Williams Companies worth $429K as of Q1 2026.
Del-Sette Capital Management sold 454 Williams Companies shares in Q1 2026, an estimated $31.4K.
Williams Companies made up 0.26% of Del-Sette Capital Management's portfolio in Q1 2026, its #40 holding.
Del-Sette Capital Management first reported a position in Williams Companies in Q1 2024 and has held it in 9 quarters since.
Del-Sette Capital Management's Williams Companies position peaked at $4.32M in Q1 2024.
1,808 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Del-Sette Capital Management's 13F filing for Q1 2026, filed 4 May 2026.