Eight 31 Financial’s Williams Companies WMB Stock Holding History

Eight 31 Financial’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	$233K	Buy	+3,202	New	+$222K	0.14%	62
2025 Q4	–	Sell	-4,247	Closed	-$269K	–	75
2025 Q3	$269K	Buy	4,247 +11	+0.3%	+$646	0.15%	59
2025 Q2	$266K	Sell	4,236 -1,284	-23%	-$75.8K	0.18%	50
2025 Q1	$330K	Sell	5,520 -1,477	-21%	-$84.5K	0.21%	51
2024 Q4	$379K	Sell	6,997 -908	-11%	-$48.9K	0.28%	47
2024 Q3	$361K	Sell	7,905 -143	-2%	-$6.29K	0.28%	48
2024 Q2	$342K	Sell	8,048 -10,535	-57%	-$423K	0.26%	51
2024 Q1	$724K	Sell	18,583 -5,393	-22%	-$192K	0.45%	46
2023 Q4	$835K	Buy	+23,976	New	+$841K	0.51%	43

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

Eight 31 Financial's WMB Position: Q1 2026 in Review

Eight 31 Financial opened a new position in Williams Companies (WMB) in Q1 2026: 3,202 shares worth $233K. The stake represents 0.14% of the portfolio and ranks #62 among its holdings. This is a return to the name: Eight 31 Financial previously reported a position in WMB as recently as Q3 2025.

Eight 31 Financial first reported a position in WMB in Q4 2023 and has held it in 9 quarters since. The position peaked at $835K in Q4 2023. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Eight 31 Financial held 3,202 shares of Williams Companies worth $233K as of Q1 2026.
Williams Companies was a new Eight 31 Financial position in Q1 2026.
Williams Companies made up 0.14% of Eight 31 Financial's portfolio in Q1 2026, its #62 holding.
Eight 31 Financial first reported a position in Williams Companies in Q4 2023 and has held it in 9 quarters since.
Eight 31 Financial's Williams Companies position peaked at $835K in Q4 2023.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Eight 31 Financial's 13F filing for Q1 2026, filed 15 May 2026.