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Edgestream Partners’s Williams Companies WMB Stock Holding History

Edgestream 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 		$5.14M Buy
70,632
+59,846
+555% +$4.14M 0.17% 224
2025
Q4 		$648K Buy
10,786
+2,667
+33% +$161K 0.02% 779
2025
Q3 		$514K Buy
8,119
+1,408
+21% +$82.6K 0.02% 727
2025
Q2 		$422K Sell
6,711
-170,729
-96% -$10.1M 0.01% 754
2025
Q1 		$10.6M Buy
177,440
+114,644
+183% +$6.56M 0.36% 30
2024
Q4 		$3.4M Sell
62,796
-26,961
-30% -$1.45M 0.14% 279
2024
Q3 		$4.1M Buy
89,757
+26,337
+42% +$1.16M 0.18% 179
2024
Q2 		$2.7M Sell
63,420
-56,858
-47% -$2.28M 0.13% 255
2024
Q1 		$4.69M Buy
120,278
+101,459
+539% +$3.6M 0.23% 129
2023
Q4 		$655K Buy
+18,819
New +$660K 0.05% 547
2023
Q1 		– Sell
-65,744
Closed -$2.16M – 669
2022
Q4 		$2.16M Buy
+65,744
New +$2.14M 0.24% 137
2022
Q2 		– Sell
-62,659
Closed -$2.09M – 645
2022
Q1 		$2.09M Buy
+62,659
New +$1.91M 0.17% 207
2021
Q4 		– Sell
-38,597
Closed -$1M – 596
2021
Q3 		$1M Buy
+38,597
New +$972K 0.06% 321
2020
Q1 		– Sell
-230,276
Closed -$5.46M – 375
2019
Q4 		$5.46M Buy
230,276
+136,465
+145% +$3.13M 0.28% 108
2019
Q3 		$2.26M Buy
+93,811
New +$2.36M 0.22% 131
2018
Q2 		– Sell
-48,938
Closed -$1.22M – 300
2018
Q1 		$1.22M Buy
+48,938
New +$1.44M 0.24% 123

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

Edgestream Partners's WMB Position: Q1 2026 in Review

Edgestream Partners increased its Williams Companies (WMB) stake by 555% in Q1 2026, buying an estimated $4.14M and bringing the position to 70,632 shares worth $5.14M. The position accounts for 0.17% of the portfolio, ranked #224.

Edgestream Partners first reported a position in WMB in Q1 2018 and has held it in 16 quarters since. The position peaked at $10.6M in Q1 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Edgestream Partners held 70,632 shares of Williams Companies worth $5.14M as of Q1 2026.
  • Edgestream Partners bought 59,846 Williams Companies shares in Q1 2026, an estimated $4.14M.
  • Williams Companies made up 0.17% of Edgestream Partners's portfolio in Q1 2026, its #224 holding.
  • Edgestream Partners first reported a position in Williams Companies in Q1 2018 and has held it in 16 quarters since.
  • Edgestream Partners's Williams Companies position peaked at $10.6M in Q1 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.