HUB Investment Partners’s Williams Companies WMB Stock Holding History

HUB Investment Partners’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	$10.6M	Buy	145,306 +13,940	+11%	+$965K	0.25%	81
2025 Q4	$7.9M	Buy	131,366 +7,972	+6%	+$482K	0.2%	95
2025 Q3	$7.82M	Sell	123,394 -90,721	-42%	-$5.32M	0.26%	92
2025 Q2	$13.4M	Buy	214,115 +92,572	+76%	+$5.47M	0.45%	53
2025 Q1	$7.26M	Buy	121,543 +2,757	+2%	+$158K	0.29%	86
2024 Q4	$6.43M	Sell	118,786 -6,425	-5%	-$346K	0.27%	95
2024 Q3	$5.72M	Buy	125,211 +527	+0.4%	+$23.2K	0.25%	103
2024 Q2	$5.3M	Buy	124,684 +394	+0.3%	+$15.8K	0.2%	105
2024 Q1	$4.84M	Sell	124,290 -67	-0.1%	-$2.38K	0.26%	101
2023 Q4	$4.33M	Buy	+124,357	New	+$4.36M	0.3%	96

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

HUB Investment Partners's WMB Position: Q1 2026 in Review

HUB Investment Partners increased its Williams Companies (WMB) stake by 11% in Q1 2026, buying an estimated $965K and bringing the position to 145,306 shares worth $10.6M. The position accounts for 0.25% of the portfolio, ranked #81.

HUB Investment Partners first reported a position in WMB in Q4 2023 and has held it in 10 quarters since. The position peaked at $13.4M in Q2 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

HUB Investment Partners held 145,306 shares of Williams Companies worth $10.6M as of Q1 2026.
HUB Investment Partners bought 13,940 Williams Companies shares in Q1 2026, an estimated $965K.
Williams Companies made up 0.25% of HUB Investment Partners's portfolio in Q1 2026, its #81 holding.
HUB Investment Partners first reported a position in Williams Companies in Q4 2023 and has held it in 10 quarters since.
HUB Investment Partners's Williams Companies position peaked at $13.4M in Q2 2025.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

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