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Great Lakes Retirement’s Williams Companies WMB Stock Holding History

Great Lakes Retirement’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 		$10.7M Sell
147,235
-2,256
-2% -$156K 1.11% 25
2025
Q4 		$8.99M Buy
149,491
+1,309
+0.9% +$79.1K 0.93% 27
2025
Q3 		$9.39M Buy
148,182
+961
+0.7% +$56.4K 1.02% 25
2025
Q2 		$9.25M Buy
147,221
+1,114
+0.8% +$65.8K 1.1% 25
2025
Q1 		$8.73M Sell
146,107
-81,826
-36% -$4.68M 1.14% 27
2024
Q4 		$12.3M Sell
227,933
-6,549
-3% -$353K 1.59% 15
2024
Q3 		$10.7M Buy
234,482
+12,650
+6% +$556K 1.37% 19
2024
Q2 		$9.43M Buy
221,832
+13,202
+6% +$530K 1.29% 21
2024
Q1 		$8.13M Buy
208,630
+9,748
+5% +$346K 1.2% 22
2023
Q4 		$6.93M Buy
198,882
+13,431
+7% +$471K 1.14% 25
2023
Q3 		$6.25M Buy
185,451
+7,618
+4% +$260K 1.13% 22
2023
Q2 		$5.8M Buy
177,833
+7,902
+5% +$237K 1.03% 22
2023
Q1 		$5.07M Buy
169,931
+5,769
+4% +$178K 0.96% 21
2022
Q4 		$5.4M Buy
+164,162
New +$5.34M 1.38% 22

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

Great Lakes Retirement's WMB Position: Q1 2026 in Review

Great Lakes Retirement reduced its Williams Companies (WMB) stake by 1.5% in Q1 2026, selling an estimated $156K and leaving 147,235 shares worth $10.7M. The position accounts for 1.11% of the portfolio, ranked #25.

Great Lakes Retirement first reported a position in WMB in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.3M in Q4 2024. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Great Lakes Retirement held 147,235 shares of Williams Companies worth $10.7M as of Q1 2026.
  • Great Lakes Retirement sold 2,256 Williams Companies shares in Q1 2026, an estimated $156K.
  • Williams Companies made up 1.11% of Great Lakes Retirement's portfolio in Q1 2026, its #25 holding.
  • Great Lakes Retirement first reported a position in Williams Companies in Q4 2022 and has held it in 14 quarters since.
  • Great Lakes Retirement's Williams Companies position peaked at $12.3M in Q4 2024.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Great Lakes Retirement's 13F filing for Q1 2026, filed 6 May 2026.