Inscription Capital’s Williams Companies WMB Stock Holding History

Inscription 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	$971K	Buy	13,337 +3	+0%	+$208	0.1%	195
2025 Q4	$802K	Buy	13,334 +829	+7%	+$50.1K	0.08%	245
2025 Q3	$792K	Buy	12,505 +2,087	+20%	+$122K	0.09%	240
2025 Q2	$654K	Sell	10,418 -13,330	-56%	-$787K	0.09%	153
2025 Q1	$925K	Buy	+23,748	New	+$1.36M	0.15%	110
2024 Q3	$904K	Sell	19,807 -1,783	-8%	-$78.4K	0.13%	121
2024 Q2	$918K	Sell	21,590 -2,158	-9%	-$86.6K	0.15%	109
2024 Q1	$925K	Buy	+23,748	New	+$844K	0.15%	110
2019 Q2	–	Sell	-7,500	Closed	-$215K	–	231
2019 Q1	$215K	Hold	7,500	–	–	0.11%	108
2018 Q4	$165K	Buy	+7,500	New	+$188K	0.09%	140

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

Inscription Capital's WMB Position: Q1 2026 in Review

Inscription Capital increased its Williams Companies (WMB) stake by 0.02% in Q1 2026, buying an estimated $208 and bringing the position to 13,337 shares worth $971K. The position accounts for 0.1% of the portfolio, ranked #195.

Inscription Capital first reported a position in WMB in Q4 2018 and has held it in 10 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Inscription Capital held 13,337 shares of Williams Companies worth $971K as of Q1 2026.
Inscription Capital bought 3 Williams Companies shares in Q1 2026, an estimated $208.
Williams Companies made up 0.1% of Inscription Capital's portfolio in Q1 2026, its #195 holding.
Inscription Capital first reported a position in Williams Companies in Q4 2018 and has held it in 10 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Inscription Capital's 13F filing for Q1 2026, filed 20 Apr 2026.