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IEQ Capital’s Williams Companies WMB Stock Holding History

IEQ Capital’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 		$8.93M Buy
122,706
+82,169
+203% +$5.69M 0.04% 380
2025
Q4 		$2.44M Sell
40,537
-177,052
-81% -$10.7M 0.01% 728
2025
Q3 		$13.8M Buy
217,589
+52,554
+32% +$3.08M 0.04% 259
2025
Q2 		$10.4M Buy
165,035
+101,574
+160% +$6M 0.06% 244
2025
Q1 		$3.79M Buy
63,461
+9,154
+17% +$524K 0.03% 408
2024
Q4 		$2.94M Buy
54,307
+10,511
+24% +$566K 0.03% 401
2024
Q3 		$2M Sell
43,796
-7,681
-15% -$338K 0.02% 376
2024
Q2 		$2.19M Buy
51,477
+5,499
+12% +$221K 0.03% 315
2024
Q1 		$1.79M Buy
45,978
+6,277
+16% +$223K 0.03% 342
2023
Q4 		$1.38M Buy
39,701
+5,536
+16% +$194K 0.02% 351
2023
Q3 		$1.15M Buy
34,165
+4,941
+17% +$169K 0.02% 369
2023
Q2 		$954K Sell
29,224
-137
-0.5% -$4.11K 0.02% 404
2023
Q1 		$877K Buy
29,361
+8,502
+41% +$263K 0.02% 421
2022
Q4 		$686K Sell
20,859
-7,132
-25% -$232K 0.02% 435
2022
Q3 		$801K Buy
27,991
+3,835
+16% +$125K 0.02% 416
2022
Q2 		$754K Sell
24,156
-597
-2% -$20.6K 0.02% 369
2022
Q1 		$827K Sell
24,753
-1,548
-6% -$47.3K 0.02% 374
2021
Q4 		$685K Sell
26,301
-3,832
-13% -$106K 0.02% 383
2021
Q3 		$782K Buy
30,133
+1,125
+4% +$28.3K 0.02% 330
2021
Q2 		$770K Buy
29,008
+10,536
+57% +$270K 0.02% 289
2021
Q1 		$438K Sell
18,472
-2,239
-11% -$50.9K 0.02% 293
2020
Q4 		$415K Buy
20,711
+1,339
+7% +$27.1K 0.02% 199
2020
Q3 		$381K Buy
19,372
+3,952
+26% +$80.5K 0.02% 267
2020
Q2 		$293K Sell
15,420
-1,273
-8% -$23.7K 0.02% 242
2020
Q1 		$237K Buy
16,693
+495
+3% +$9.59K 0.02% 315
2019
Q4 		$384K Buy
+16,198
New +$371K 0.03% 266

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

IEQ Capital's WMB Position: Q1 2026 in Review

IEQ Capital increased its Williams Companies (WMB) stake by 203% in Q1 2026, buying an estimated $5.69M and bringing the position to 122,706 shares worth $8.93M. The position accounts for 0.04% of the portfolio, ranked #380.

IEQ Capital first reported a position in WMB in Q4 2019 and has held it in 26 quarters since. The position peaked at $13.8M in Q3 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • IEQ Capital held 122,706 shares of Williams Companies worth $8.93M as of Q1 2026.
  • IEQ Capital bought 82,169 Williams Companies shares in Q1 2026, an estimated $5.69M.
  • Williams Companies made up 0.04% of IEQ Capital's portfolio in Q1 2026, its #380 holding.
  • IEQ Capital first reported a position in Williams Companies in Q4 2019 and has held it in 26 quarters since.
  • IEQ Capital's Williams Companies position peaked at $13.8M in Q3 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

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