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 Q2	$881K	Buy	11,835 +3,849	+48%	+$283K	0.17%	127
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Interchange Capital Partners's WMB Position: Q2 2026 in Review

Interchange Capital Partners increased its Williams Companies (WMB) stake by 48% in Q2 2026, buying an estimated $283K and bringing the position to 11,835 shares worth $881K. The position accounts for 0.17% of the portfolio, ranked #127.

Interchange Capital Partners first reported a position in WMB in Q4 2020 and has held it in 12 quarters since. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Interchange Capital Partners held 11,835 shares of Williams Companies worth $881K as of Q2 2026.
Interchange Capital Partners bought 3,849 Williams Companies shares in Q2 2026, an estimated $283K.
Williams Companies made up 0.17% of Interchange Capital Partners's portfolio in Q2 2026, its #127 holding.
Interchange Capital Partners first reported a position in Williams Companies in Q4 2020 and has held it in 12 quarters since.
1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.