HCM
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Hilton Capital Management’s Williams Companies WMB Stock Holding History

Hilton Capital 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
Q1 		$9.95M Buy
136,698
+1,474
+1% +$102K 0.75% 31
2025
Q4 		$8.13M Sell
135,224
-4,567
-3% -$276K 0.61% 39
2025
Q3 		$8.86M Sell
139,791
-7,778
-5% -$456K 0.72% 35
2025
Q2 		$9.27M Buy
147,569
+37,330
+34% +$2.2M 0.74% 35
2025
Q1 		$6.59M Buy
110,239
+104,093
+1,694% +$5.96M 0.56% 50
2024
Q4 		$333K Sell
6,146
-1
-0% -$54 0.03% 153
2024
Q3 		$281K Hold
6,147
– – 0.02% 159
2024
Q2 		$261K Hold
6,147
– – 0.02% 155
2024
Q1 		$240K Hold
6,147
– – 0.02% 156
2023
Q4 		$214K Hold
6,147
– – 0.02% 149
2023
Q3 		$207K Hold
6,147
– – 0.03% 104
2023
Q2 		$201K Sell
6,147
-1,357
-18% -$40.7K 0.02% 112
2023
Q1 		$247K Hold
7,504
– – 0.03% 84
2022
Q4 		$215K Hold
7,504
– – 0.03% 82
2022
Q3 		$215K Hold
7,504
– – 0.03% 82
2022
Q2 		$234K Buy
+7,504
New +$259K 0.03% 85
2021
Q3 		– Sell
-7,570
Closed -$201K – 150
2021
Q2 		$201K Buy
+7,570
New +$194K 0.02% 126
2019
Q4 		– Sell
-19,619
Closed -$472K – 281
2019
Q3 		$472K Hold
19,619
– – 0.06% 63
2019
Q2 		$550K Sell
19,619
-346,098
-95% -$9.62M 0.08% 61
2019
Q1 		$10.5M Buy
365,717
+345,196
+1,682% +$9.25M 1.42% 26
2018
Q4 		$452K Sell
20,521
-1
-0% -$25 0.08% 68
2018
Q3 		$558K Buy
+20,522
New +$595K 0.08% 65
2014
Q3 		– Sell
-138,745
Closed -$8.08M – 91
2014
Q2 		$8.08M Sell
138,745
-67,935
-33% -$3.15M 2.63% 12
2014
Q1 		$8.39M Buy
206,680
+13,070
+7% +$529K 3.27% 9
2013
Q4 		$7.47M Buy
193,610
+44,975
+30% +$1.62M 2.88% 12
2013
Q3 		$5.4M Buy
148,635
+13,540
+10% +$474K 2.57% 14
2013
Q2 		$4.39M Buy
+135,095
New +$4.86M 2.12% 17

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

Hilton Capital Management's WMB Position: Q1 2026 in Review

Hilton Capital Management increased its Williams Companies (WMB) stake by 1.1% in Q1 2026, buying an estimated $102K and bringing the position to 136,698 shares worth $9.95M. The position accounts for 0.75% of the portfolio, ranked #31.

Hilton Capital Management first reported a position in WMB in Q2 2013 and has held it in 27 quarters since. The position peaked at $10.5M in Q1 2019. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Hilton Capital Management held 136,698 shares of Williams Companies worth $9.95M as of Q1 2026.
  • Hilton Capital Management bought 1,474 Williams Companies shares in Q1 2026, an estimated $102K.
  • Williams Companies made up 0.75% of Hilton Capital Management's portfolio in Q1 2026, its #31 holding.
  • Hilton Capital Management first reported a position in Williams Companies in Q2 2013 and has held it in 27 quarters since.
  • Hilton Capital Management's Williams Companies position peaked at $10.5M in Q1 2019.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Hilton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.