Heartland Bank & Trust’s Williams Companies WMB Stock Holding History

Heartland Bank & Trust’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	$895K	Buy	12,294 +335	+3%	+$23.2K	0.2%	85
2025 Q4	$719K	Sell	11,959 -135	-1%	-$8.16K	0.3%	74
2025 Q3	$766K	Buy	12,094 +159	+1%	+$9.33K	0.32%	69
2025 Q2	$750K	Buy	+11,935	New	+$705K	0.35%	69
2021 Q2	–	Sell	-11,643	Closed	-$276K	–	159
2021 Q1	$276K	Sell	11,643 -1,073	-8%	-$24.4K	0.25%	96
2020 Q4	$255K	Buy	+12,716	New	+$258K	0.23%	100

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

Heartland Bank & Trust's WMB Position: Q1 2026 in Review

Heartland Bank & Trust increased its Williams Companies (WMB) stake by 2.8% in Q1 2026, buying an estimated $23.2K and bringing the position to 12,294 shares worth $895K. The position accounts for 0.2% of the portfolio, ranked #85.

Heartland Bank & Trust first reported a position in WMB in Q4 2020 and has held it in 6 quarters since. 1,810 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Heartland Bank & Trust held 12,294 shares of Williams Companies worth $895K as of Q1 2026.
Heartland Bank & Trust bought 335 Williams Companies shares in Q1 2026, an estimated $23.2K.
Williams Companies made up 0.2% of Heartland Bank & Trust's portfolio in Q1 2026, its #85 holding.
Heartland Bank & Trust first reported a position in Williams Companies in Q4 2020 and has held it in 6 quarters since.
1,810 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Heartland Bank & Trust's 13F filing for Q1 2026, filed 6 May 2026.