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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
2025
Q2 		– Sell
-15,295
Closed -$607K – 381
2025
Q1 		$607K Buy
+15,295
New +$876K 0.12% 136

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 $3.38T AUM 44.17% 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

Fulcrum Asset Management's WMB Position: Q2 2026 in Review

Fulcrum Asset Management increased its Williams Companies (WMB) stake by 0.2% in Q2 2026, buying an estimated $2.8K and bringing the position to 18,677 shares worth $1.4M. The position accounts for 0.14% of the portfolio, ranked #181.

Fulcrum Asset Management first reported a position in WMB in Q2 2025 and has held it in 5 quarters since. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Fulcrum Asset Management held 18,677 shares of Williams Companies worth $1.4M as of Q2 2026.
  • Fulcrum Asset Management bought 38 Williams Companies shares in Q2 2026, an estimated $2.8K.
  • Williams Companies made up 0.14% of Fulcrum Asset Management's portfolio in Q2 2026, its #181 holding.
  • Fulcrum Asset Management first reported a position in Williams Companies in Q2 2025 and has held it in 5 quarters since.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.