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Freestone Grove Partners’s Williams Companies WMB Stock Holding History

Freestone Grove Partners’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 		$82.1M Buy
1,127,736
+841,429
+294% +$58.3M 0.58% 30
2025
Q4 		$17.2M Sell
286,307
-203,438
-42% -$12.3M 0.12% 229
2025
Q3 		$31M Buy
489,745
+55,707
+13% +$3.27M 0.23% 155
2025
Q2 		$27.3M Buy
+434,038
New +$25.6M 0.21% 171
2025
Q1 		– Sell
-486,868
Closed -$26.3M – 812
2024
Q4 		$26.3M Buy
+486,868
New +$26.2M 0.32% 107

Other funds holding WMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Freestone Grove Partners's WMB Position: Q1 2026 in Review

Freestone Grove Partners increased its Williams Companies (WMB) stake by 294% in Q1 2026, buying an estimated $58.3M and bringing the position to 1,127,736 shares worth $82.1M. The position accounts for 0.58% of the portfolio, ranked #30.

Freestone Grove Partners first reported a position in WMB in Q4 2024 and has held it in 5 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Freestone Grove Partners held 1,127,736 shares of Williams Companies worth $82.1M as of Q1 2026.
  • Freestone Grove Partners bought 841,429 Williams Companies shares in Q1 2026, an estimated $58.3M.
  • Williams Companies made up 0.58% of Freestone Grove Partners's portfolio in Q1 2026, its #30 holding.
  • Freestone Grove Partners first reported a position in Williams Companies in Q4 2024 and has held it in 5 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.