Fairview Capital Investment Management’s Williams Companies WMB Stock Holding History

Fairview Capital 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	$4.03M	Buy	+55,365	New	+$3.83M	0.22%	71
2019 Q3	–	Sell	-7,300	Closed	-$204K	–	145
2019 Q2	$204K	Hold	7,300	–	–	0.01%	141
2019 Q1	$209K	Buy	+7,300	New	+$196K	0.01%	136
2018 Q1	–	Sell	-7,300	Closed	-$223K	–	132
2017 Q4	$223K	Hold	7,300	–	–	0.01%	114
2017 Q3	$219K	Buy	+7,300	New	+$222K	0.01%	109
2015 Q3	–	Sell	-3,800	Closed	-$218K	–	76
2015 Q2	$218K	Buy	+3,800	New	+$196K	0.02%	70
2014 Q4	–	Sell	-3,800	Closed	-$210K	–	81
2014 Q3	$210K	Hold	3,800	–	–	0.02%	73
2014 Q2	$221K	Buy	+3,800	New	+$176K	0.02%	72

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

Fairview Capital Investment Management's WMB Position: Q1 2026 in Review

Fairview Capital Investment Management opened a new position in Williams Companies (WMB) in Q1 2026: 55,365 shares worth $4.03M. The stake represents 0.22% of the portfolio and ranks #71 among its holdings. This is a return to the name: Fairview Capital Investment Management previously reported a position in WMB as recently as Q2 2019.

Fairview Capital Investment Management first reported a position in WMB in Q2 2014 and has held it in 8 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Fairview Capital Investment Management held 55,365 shares of Williams Companies worth $4.03M as of Q1 2026.
Williams Companies was a new Fairview Capital Investment Management position in Q1 2026.
Williams Companies made up 0.22% of Fairview Capital Investment Management's portfolio in Q1 2026, its #71 holding.
Fairview Capital Investment Management first reported a position in Williams Companies in Q2 2014 and has held it in 8 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Fairview Capital Investment Management's 13F filing for Q1 2026, filed 15 May 2026.