Interchange Capital Partners’s Williams Companies WMB Stock Holding History

Interchange Capital 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	$511K	Sell	7,986 -1,261	-14%	-$87.3K	0.16%	139
2025 Q4	$556K	Buy	9,247 +1,865	+25%	+$113K	0.1%	179
2025 Q3	$468K	Buy	7,382 +1,474	+25%	+$86.5K	0.09%	195
2025 Q2	$371K	Buy	5,908 +269	+5%	+$15.9K	0.09%	189
2025 Q1	$337K	Buy	5,639 +93	+2%	+$5.32K	0.09%	187
2024 Q4	$300K	Buy	5,546 +13	+0.2%	+$701	0.11%	186
2024 Q3	$253K	Buy	+5,533	New	+$243K	0.09%	220
2022 Q2	–	Sell	-9,936	Closed	-$331K	–	174
2022 Q1	$331K	Sell	9,936 -5,094	-34%	-$156K	0.34%	103
2021 Q4	$391K	Buy	+15,030	New	+$415K	0.39%	85
2021 Q2	–	Sell	-9,361	Closed	-$357K	–	222
2021 Q1	$357K	Buy	9,361 +8,269	+757%	+$188K	0.19%	155
2020 Q4	$21K	Buy	+1,092	New	+$22.1K	0.01%	623

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

Interchange Capital Partners's WMB Position: Q1 2026 in Review

Interchange Capital Partners reduced its Williams Companies (WMB) stake by 14% in Q1 2026, selling an estimated $87.3K and leaving 7,986 shares worth $511K. The position accounts for 0.16% of the portfolio, ranked #139.

Interchange Capital Partners first reported a position in WMB in Q4 2020 and has held it in 11 quarters since. The position peaked at $556K in Q4 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Interchange Capital Partners held 7,986 shares of Williams Companies worth $511K as of Q1 2026.
Interchange Capital Partners sold 1,261 Williams Companies shares in Q1 2026, an estimated $87.3K.
Williams Companies made up 0.16% of Interchange Capital Partners's portfolio in Q1 2026, its #139 holding.
Interchange Capital Partners first reported a position in Williams Companies in Q4 2020 and has held it in 11 quarters since.
Interchange Capital Partners's Williams Companies position peaked at $556K in Q4 2025.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.