Essex Investment Management’s Williams Companies WMB Stock Holding History

Essex Investment Management’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	$41.7K	Sell	573 -107	-16%	-$7.41K	0.01%	266
2025 Q4	$40.9K	Hold	680	–	–	0.01%	266
2025 Q3	$43.1K	Hold	680	–	–	0.01%	257
2025 Q2	$42.7K	Hold	680	–	–	0.01%	251
2025 Q1	$40.6K	Hold	680	–	–	0.01%	257
2024 Q4	$36.8K	Hold	680	–	–	0.01%	264
2024 Q3	$31K	Hold	680	–	–	0.01%	273
2024 Q2	$28.9K	Hold	680	–	–	0.01%	276
2024 Q1	$26.5K	Hold	680	–	–	0.01%	274
2023 Q4	$23.7K	Hold	680	–	–	﹤0.01%	285
2023 Q3	$22.9K	Hold	680	–	–	﹤0.01%	328
2023 Q2	$22.2K	Hold	680	–	–	﹤0.01%	338
2023 Q1	$20.3K	Hold	680	–	–	﹤0.01%	346
2022 Q4	$22K	Hold	680	–	–	﹤0.01%	343
2022 Q3	$19K	Hold	680	–	–	﹤0.01%	347
2022 Q2	$21K	Hold	680	–	–	﹤0.01%	356
2022 Q1	$23K	Hold	680	–	–	﹤0.01%	347
2021 Q4	$18K	Hold	680	–	–	﹤0.01%	371
2021 Q3	$18K	Hold	680	–	–	﹤0.01%	379
2021 Q2	$18K	Hold	680	–	–	﹤0.01%	383
2021 Q1	$16K	Hold	680	–	–	﹤0.01%	408
2020 Q4	$14K	Hold	680	–	–	﹤0.01%	430
2020 Q3	$13K	Hold	680	–	–	﹤0.01%	428
2020 Q2	$13K	Hold	680	–	–	﹤0.01%	384
2020 Q1	$10K	Hold	680	–	–	﹤0.01%	363
2019 Q4	$16K	Hold	680	–	–	﹤0.01%	442
2019 Q3	$16K	Hold	680	–	–	﹤0.01%	436
2019 Q2	$19K	Hold	680	–	–	﹤0.01%	435
2019 Q1	$20K	Hold	680	–	–	﹤0.01%	434
2018 Q4	$15K	Buy	+680	New	+$17K	﹤0.01%	434
2014 Q4	–	Sell	-4,300	Closed	-$238K	–	355
2014 Q3	$238K	Hold	4,300	–	–	0.04%	313
2014 Q2	$250K	Buy	+4,300	New	+$199K	0.04%	317

Other funds holding WMB

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Essex Investment Management's WMB Position: Q1 2026 in Review

Essex Investment Management reduced its Williams Companies (WMB) stake by 16% in Q1 2026, selling an estimated $7.41K and leaving 573 shares worth $41.7K. The position accounts for 0.01% of the portfolio, ranked #266.

Essex Investment Management first reported a position in WMB in Q2 2014 and has held it in 32 quarters since. The position peaked at $250K in Q2 2014. 1,814 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Essex Investment Management held 573 shares of Williams Companies worth $41.7K as of Q1 2026.
Essex Investment Management sold 107 Williams Companies shares in Q1 2026, an estimated $7.41K.
Williams Companies made up 0.01% of Essex Investment Management's portfolio in Q1 2026, its #266 holding.
Essex Investment Management first reported a position in Williams Companies in Q2 2014 and has held it in 32 quarters since.
Essex Investment Management's Williams Companies position peaked at $250K in Q2 2014.
1,814 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.