Edmond de Rothschild Holding’s Williams Companies WMB Stock Holding History

Edmond de Rothschild Holding’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	$4.61M	Buy	61,955 +7,051	+13%	+$519K	0.06%	187
2026 Q1	$4M	Buy	54,904 +3,381	+7%	+$234K	0.06%	186
2025 Q4	$3.1M	Buy	51,523 +4,965	+11%	+$300K	0.04%	205
2025 Q3	$2.95M	Buy	46,558 +15,832	+52%	+$929K	0.05%	209
2025 Q2	$1.93M	Buy	30,726 +16,954	+123%	+$1M	0.03%	236
2025 Q1	$823K	Buy	13,772 +10,869	+374%	+$622K	0.01%	292
2024 Q4	$157K	Buy	+2,903	New	+$156K	﹤0.01%	427
2017 Q3	–	Sell	-700	Closed	-$21K	–	859
2017 Q2	$21K	Hold	700	–	–	﹤0.01%	730
2017 Q1	$21K	Hold	700	–	–	﹤0.01%	736
2016 Q4	$22K	Hold	700	–	–	﹤0.01%	722
2016 Q3	$22K	Hold	700	–	–	﹤0.01%	750
2016 Q2	$15K	Sell	700 -350	-33%	-$7.03K	﹤0.01%	743
2016 Q1	$17K	Hold	1,050	–	–	﹤0.01%	731
2015 Q4	$27K	Sell	1,050 -6,300	-86%	-$220K	﹤0.01%	691
2015 Q3	$271K	Sell	7,350 -3,000	-29%	-$149K	0.01%	418
2015 Q2	$594K	Buy	+10,350	New	+$533K	0.01%	357

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Edmond de Rothschild Holding's WMB Position: Q2 2026 in Review

Edmond de Rothschild Holding increased its Williams Companies (WMB) stake by 13% in Q2 2026, buying an estimated $519K and bringing the position to 61,955 shares worth $4.61M. The position accounts for 0.06% of the portfolio, ranked #187.

Edmond de Rothschild Holding first reported a position in WMB in Q2 2015 and has held it in 16 quarters since. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Edmond de Rothschild Holding held 61,955 shares of Williams Companies worth $4.61M as of Q2 2026.
Edmond de Rothschild Holding bought 7,051 Williams Companies shares in Q2 2026, an estimated $519K.
Williams Companies made up 0.06% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #187 holding.
Edmond de Rothschild Holding first reported a position in Williams Companies in Q2 2015 and has held it in 16 quarters since.
1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.