FCH
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Freestone Capital Holdings’s Williams Companies WMB Stock Holding History

Freestone Capital Holdings’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 		$562K Buy
+7,557
New +$556K 0.01% 364
2025
Q1 		– Sell
-4,197
Closed -$227K – 478
2024
Q4 		$227K Buy
+4,197
New +$226K 0.01% 402
2024
Q3 		– Sell
-11,746
Closed -$499K – 497
2024
Q2 		$499K Buy
11,746
+765
+7% +$30.7K 0.02% 301
2024
Q1 		$428K Buy
+10,981
New +$390K 0.02% 321
2022
Q2 		– Sell
-6,366
Closed -$213K – 591
2022
Q1 		$213K Buy
+6,366
New +$195K 0.01% 534
2021
Q1 		– Sell
-3,050
Closed -$61.2K – 1138
2020
Q4 		$61.2K Buy
3,050
+23
+0.8% +$466 ﹤0.01% 523
2020
Q3 		$59.5K Buy
+3,027
New +$61.6K ﹤0.01% 462
2020
Q2 		– Sell
-11,067
Closed -$157K – 394
2020
Q1 		$157K Sell
11,067
-4,921
-31% -$95.3K ﹤0.01% 354
2019
Q4 		$379K Sell
15,988
-29,110
-65% -$667K 0.01% 332
2019
Q3 		$1.08M Sell
45,098
-9,271
-17% -$234K 0.03% 249
2019
Q2 		$1.52M Sell
54,369
-108,156
-67% -$3.01M 0.04% 186
2019
Q1 		$4.67M Buy
162,525
+100,316
+161% +$2.69M 0.28% 104
2018
Q4 		$1.37M Sell
62,209
-131,339
-68% -$3.28M 0.09% 179
2018
Q3 		$5.26M Buy
+193,548
New +$5.62M 0.03% 101
2015
Q3 		– Sell
-4,008
Closed -$230K – 363
2015
Q2 		$230K Sell
4,008
-914
-19% -$47.1K 0.04% 216
2015
Q1 		$242K Buy
+4,922
New +$228K 0.04% 161
2014
Q3 		– Sell
-3,567
Closed -$208K – 181
2014
Q2 		$208K Buy
+3,567
New +$165K 0.03% 187

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Freestone Capital Holdings's WMB Position: Q2 2026 in Review

Freestone Capital Holdings opened a new position in Williams Companies (WMB) in Q2 2026: 7,557 shares worth $562K. The stake represents 0.01% of the portfolio and ranks #364 among its holdings. This is a return to the name: Freestone Capital Holdings previously reported a position in WMB as recently as Q4 2024.

Freestone Capital Holdings first reported a position in WMB in Q2 2014 and has held it in 17 quarters since. The position peaked at $5.26M in Q3 2018. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Freestone Capital Holdings held 7,557 shares of Williams Companies worth $562K as of Q2 2026.
  • Williams Companies was a new Freestone Capital Holdings position in Q2 2026.
  • Williams Companies made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #364 holding.
  • Freestone Capital Holdings first reported a position in Williams Companies in Q2 2014 and has held it in 17 quarters since.
  • Freestone Capital Holdings's Williams Companies position peaked at $5.26M in Q3 2018.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.