FIM
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FWL Investment Management’s Williams Companies WMB Stock Holding History

FWL Investment 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
Q2 		$19.8M Buy
266,950
+5,373
+2% +$395K 3.64% 7
2026
Q1 		$19M Buy
261,577
+27,744
+12% +$1.92M 4.18% 6
2025
Q4 		$14.1M Buy
233,833
+30,238
+15% +$1.83M 3.38% 10
2025
Q3 		$12.9M Buy
203,595
+40,551
+25% +$2.38M 3.36% 10
2025
Q2 		$10.2M Sell
163,044
-3,374
-2% -$199K 3.13% 13
2025
Q1 		$9.95M Buy
166,418
+19,213
+13% +$1.1M 3.69% 10
2024
Q4 		$7.97M Buy
147,205
+2,326
+2% +$125K 2.9% 13
2024
Q3 		$6.61M Buy
144,879
+4,457
+3% +$196K 2.53% 17
2024
Q2 		$5.97M Buy
140,422
+60,464
+76% +$2.43M 3.01% 18
2024
Q1 		$3.12M Buy
79,958
+4,269
+6% +$152K 1.72% 23
2023
Q4 		$2.64M Buy
75,689
+4,604
+6% +$162K 1.54% 25
2023
Q3 		$2.39M Buy
71,085
+6,235
+10% +$213K 1.61% 23
2023
Q2 		$2.12M Buy
64,850
+10,475
+19% +$314K 1.44% 25
2023
Q1 		$1.62M Sell
54,375
-1,184
-2% -$36.6K 1.2% 24
2022
Q4 		$1.83M Buy
55,559
+4,122
+8% +$134K 1.39% 20
2022
Q3 		$1.47M Buy
51,437
+6,601
+15% +$215K 1.3% 20
2022
Q2 		$1.4M Buy
44,836
+656
+1% +$22.6K 1.02% 28
2022
Q1 		$1.48M Buy
44,180
+2,456
+6% +$75.1K 0.91% 29
2021
Q4 		$1.09M Buy
41,724
+12,295
+42% +$340K 0.66% 30
2021
Q3 		$763K Buy
+29,429
New +$741K 0.48% 33

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

FWL Investment Management's WMB Position: Q2 2026 in Review

FWL Investment Management increased its Williams Companies (WMB) stake by 2.1% in Q2 2026, buying an estimated $395K and bringing the position to 266,950 shares worth $19.8M. The position accounts for 3.64% of the portfolio, ranked #7.

FWL Investment Management first reported a position in WMB in Q3 2021 and has held it in 20 quarters since. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • FWL Investment Management held 266,950 shares of Williams Companies worth $19.8M as of Q2 2026.
  • FWL Investment Management bought 5,373 Williams Companies shares in Q2 2026, an estimated $395K.
  • Williams Companies made up 3.64% of FWL Investment Management's portfolio in Q2 2026, its #7 holding.
  • FWL Investment Management first reported a position in Williams Companies in Q3 2021 and has held it in 20 quarters since.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.