DIP
WMB icon

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
Q2 		$49.8K Hold
670
– – ﹤0.01% 255
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 $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 $3.38T AUM 44.17% 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

DT Investment Partners's WMB Position: Q2 2026 in Review

DT Investment Partners held its Williams Companies (WMB) position steady in Q2 2026 at 670 shares worth $49.8K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

DT Investment Partners first reported a position in WMB in Q2 2013 and has held it in 26 quarters since. The position peaked at $1.67M in Q2 2015. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • DT Investment Partners held 670 shares of Williams Companies worth $49.8K as of Q2 2026.
  • DT Investment Partners left its Williams Companies share count unchanged in Q2 2026.
  • Williams Companies made up ﹤0.01% of DT Investment Partners's portfolio in Q2 2026, its #255 holding.
  • DT Investment Partners first reported a position in Williams Companies in Q2 2013 and has held it in 26 quarters since.
  • DT Investment Partners's Williams Companies position peaked at $1.67M in Q2 2015.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.