DIP
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DT Investment Partners’s Williams Companies WMB Stock Holding History

DT 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 		$48.8K Sell
670
-220
-25% -$15.2K ﹤0.01% 247
2025
Q4 		$53.5K Hold
890
– – ﹤0.01% 247
2025
Q3 		$56.4K Hold
890
– – ﹤0.01% 226
2025
Q2 		$55.9K Hold
890
– – 0.01% 222
2025
Q1 		$53.2K Hold
890
– – 0.01% 228
2024
Q4 		$48.2K Buy
890
+220
+33% +$11.9K ﹤0.01% 235
2024
Q3 		$30.6K Hold
670
– – ﹤0.01% 306
2024
Q2 		$28.5K Hold
670
– – ﹤0.01% 286
2024
Q1 		$26.1K Hold
670
– – ﹤0.01% 271
2023
Q4 		$23.6K Hold
670
– – ﹤0.01% 269
2023
Q3 		$22.6K Hold
670
– – ﹤0.01% 255
2023
Q2 		$22.8K Hold
670
– – ﹤0.01% 258
2023
Q1 		$20.3K Hold
670
– – ﹤0.01% 265
2022
Q4 		$22K Hold
670
– – ﹤0.01% 258
2022
Q3 		$19K Buy
+670
New +$21.8K ﹤0.01% 255
2015
Q4 		– Sell
-24,197
Closed -$892K – 66
2015
Q3 		$892K Sell
24,197
-4,830
-17% -$241K 0.28% 23
2015
Q2 		$1.67M Buy
29,027
+9,240
+47% +$476K 0.43% 20
2015
Q1 		$1M Buy
19,787
+1,567
+9% +$72.6K 0.3% 24
2014
Q4 		$819K Buy
18,220
+475
+3% +$24.3K 0.26% 29
2014
Q3 		$982K Buy
17,745
+1,182
+7% +$67.9K 0.32% 27
2014
Q2 		$964K Buy
16,563
+1,606
+11% +$74.4K 0.33% 25
2014
Q1 		$607K Sell
14,957
-270
-2% -$10.9K 0.24% 29
2013
Q4 		$587K Buy
15,227
+243
+2% +$8.74K 0.24% 34
2013
Q3 		$549K Buy
14,984
+1,032
+7% +$36.2K 0.22% 32
2013
Q2 		$453K Buy
+13,952
New +$502K 0.21% 33

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

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

DT Investment Partners reduced its Williams Companies (WMB) stake by 25% in Q1 2026, selling an estimated $15.2K and leaving 670 shares worth $48.8K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

DT Investment Partners first reported a position in WMB in Q2 2013 and has held it in 25 quarters since. The position peaked at $1.67M in Q2 2015. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • DT Investment Partners held 670 shares of Williams Companies worth $48.8K as of Q1 2026.
  • DT Investment Partners sold 220 Williams Companies shares in Q1 2026, an estimated $15.2K.
  • Williams Companies made up ﹤0.01% of DT Investment Partners's portfolio in Q1 2026, its #247 holding.
  • DT Investment Partners first reported a position in Williams Companies in Q2 2013 and has held it in 25 quarters since.
  • DT Investment Partners's Williams Companies position peaked at $1.67M in Q2 2015.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on DT Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.