FORA Capital’s Williams Companies WMB Stock Holding History

FORA Capital’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	$929K	Buy	12,772 +9,125	+250%	+$632K	0.07%	245
2025 Q4	$219K	Buy	+3,647	New	+$220K	0.03%	392
2025 Q3	–	Sell	-6,384	Closed	-$401K	–	692
2025 Q2	$401K	Sell	6,384 -8,548	-57%	-$505K	0.04%	358
2025 Q1	$892K	Buy	14,932 +7,896	+112%	+$452K	0.09%	247
2024 Q4	$381K	Buy	+7,036	New	+$379K	0.04%	295
2022 Q3	–	Sell	-8,960	Closed	-$280K	–	600
2022 Q2	$280K	Buy	+8,960	New	+$309K	0.06%	347
2021 Q3	–	Sell	-13,552	Closed	-$360K	–	882
2021 Q2	$360K	Buy	+13,552	New	+$347K	0.07%	326
2020 Q1	–	Sell	-23,133	Closed	-$549K	–	1382
2019 Q4	$549K	Buy	+23,133	New	+$530K	0.06%	369

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

FORA Capital's WMB Position: Q1 2026 in Review

FORA Capital increased its Williams Companies (WMB) stake by 250% in Q1 2026, buying an estimated $632K and bringing the position to 12,772 shares worth $929K. The position accounts for 0.07% of the portfolio, ranked #245.

FORA Capital first reported a position in WMB in Q4 2019 and has held it in 8 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

FORA Capital held 12,772 shares of Williams Companies worth $929K as of Q1 2026.
FORA Capital bought 9,125 Williams Companies shares in Q1 2026, an estimated $632K.
Williams Companies made up 0.07% of FORA Capital's portfolio in Q1 2026, its #245 holding.
FORA Capital first reported a position in Williams Companies in Q4 2019 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 FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.