GCA
WMB icon

Greenwood Capital Associates’s Williams Companies WMB Stock Holding History

Greenwood Capital Associates’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 		$380K Buy
+5,221
New +$361K 0.04% 236
2015
Q4 		– Sell
-19,652
Closed -$724K – 175
2015
Q3 		$724K Buy
+19,652
New +$979K 0.26% 79

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

Greenwood Capital Associates's WMB Position: Q1 2026 in Review

Greenwood Capital Associates opened a new position in Williams Companies (WMB) in Q1 2026: 5,221 shares worth $380K. The stake represents 0.04% of the portfolio and ranks #236 among its holdings. This is a return to the name: Greenwood Capital Associates previously reported a position in WMB as recently as Q3 2015.

Greenwood Capital Associates first reported a position in WMB in Q3 2015 and has held it in 2 quarters since. The position peaked at $724K in Q3 2015. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Greenwood Capital Associates held 5,221 shares of Williams Companies worth $380K as of Q1 2026.
  • Williams Companies was a new Greenwood Capital Associates position in Q1 2026.
  • Williams Companies made up 0.04% of Greenwood Capital Associates's portfolio in Q1 2026, its #236 holding.
  • Greenwood Capital Associates first reported a position in Williams Companies in Q3 2015 and has held it in 2 quarters since.
  • Greenwood Capital Associates's Williams Companies position peaked at $724K in Q3 2015.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Greenwood Capital Associates's 13F filing for Q1 2026, filed 29 Apr 2026.