FAM
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Fulcrum Asset Management’s Williams Companies WMB Stock Holding History

Fulcrum Asset 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 		$1.35M Hold
18,639
– – 0.2% 93
2025
Q4 		$1.12M Buy
18,639
+2,467
+15% +$149K 0.31% 65
2025
Q3 		$1.02M Hold
16,172
– – 0.28% 69
2025
Q2 		$1.02M Buy
+16,172
New +$955K 0.29% 67

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

Fulcrum Asset Management's WMB Position: Q1 2026 in Review

Fulcrum Asset Management held its Williams Companies (WMB) position steady in Q1 2026 at 18,639 shares worth $1.35M. The position accounts for 0.2% of the portfolio, ranked #93.

Fulcrum Asset Management first reported a position in WMB in Q2 2025 and has held it in 4 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Fulcrum Asset Management held 18,639 shares of Williams Companies worth $1.35M as of Q1 2026.
  • Fulcrum Asset Management left its Williams Companies share count unchanged in Q1 2026.
  • Williams Companies made up 0.2% of Fulcrum Asset Management's portfolio in Q1 2026, its #93 holding.
  • Fulcrum Asset Management first reported a position in Williams Companies in Q2 2025 and has held it in 4 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.