Harvest Investment Services’s Williams Companies WMB Stock Holding History

Harvest Investment Services’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	$1.38M	Buy	19,016 +11,540	+154%	+$799K	0.25%	100
2025 Q4	$449K	Sell	7,476 -93	-1%	-$5.62K	0.08%	212
2025 Q3	$479K	Sell	7,569 -2,907	-28%	-$171K	0.1%	199
2025 Q2	$658K	Buy	10,476 +5,495	+110%	+$324K	0.15%	156
2025 Q1	$298K	Buy	+4,981	New	+$285K	0.08%	210

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harvest Investment Services's WMB Position: Q1 2026 in Review

Harvest Investment Services increased its Williams Companies (WMB) stake by 154% in Q1 2026, buying an estimated $799K and bringing the position to 19,016 shares worth $1.38M. The position accounts for 0.25% of the portfolio, ranked #100.

Harvest Investment Services first reported a position in WMB in Q1 2025 and has held it in 5 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Harvest Investment Services held 19,016 shares of Williams Companies worth $1.38M as of Q1 2026.
Harvest Investment Services bought 11,540 Williams Companies shares in Q1 2026, an estimated $799K.
Williams Companies made up 0.25% of Harvest Investment Services's portfolio in Q1 2026, its #100 holding.
Harvest Investment Services first reported a position in Williams Companies in Q1 2025 and has held it in 5 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.