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WMB icon

INVST’s Williams Companies WMB Stock Holding History

INVST’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 		– Sell
-14,270
Closed -$858K – 393
2025
Q4 		$858K Sell
14,270
-811
-5% -$49K 0.09% 176
2025
Q3 		$955K Sell
15,081
-245
-2% -$14.4K 0.11% 152
2025
Q2 		$963K Sell
15,326
-565
-4% -$33.4K 0.12% 148
2025
Q1 		$950K Sell
15,891
-4,865
-23% -$278K 0.13% 130
2024
Q4 		$1.12M Sell
20,756
-104
-0.5% -$5.61K 0.14% 104
2024
Q3 		$952K Sell
20,860
-1,808
-8% -$79.5K 0.12% 106
2024
Q2 		$961K Sell
22,668
-83
-0.4% -$3.33K 0.11% 107
2024
Q1 		$884K Buy
+22,751
New +$808K 0.1% 106
2023
Q1 		– Sell
-27,415
Closed -$884K – 200
2022
Q4 		$884K Sell
27,415
-1,913
-7% -$62.3K 0.14% 88
2022
Q3 		$861K Buy
29,328
+2,512
+9% +$81.8K 0.15% 79
2022
Q2 		$885K Buy
26,816
+8,066
+43% +$278K 0.14% 86
2022
Q1 		$651K Sell
18,750
-320
-2% -$9.78K 0.11% 91
2021
Q4 		$574K Buy
19,070
+4,658
+32% +$129K 0.09% 98
2021
Q3 		$374K Buy
14,412
+729
+5% +$18.4K 0.06% 138
2021
Q2 		$346K Buy
13,683
+2,634
+24% +$67.4K 0.06% 137
2021
Q1 		$269K Buy
+11,049
New +$251K 0.05% 162

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

INVST's WMB Position: Q1 2026 in Review

INVST sold out of Williams Companies (WMB) in Q1 2026, closing a stake of 14,270 shares — an estimated $858K sold.

INVST first reported a position in WMB in Q1 2021 and held it in 16 quarters. The position peaked at $1.12M in Q4 2024. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • INVST reported no remaining Williams Companies position as of Q1 2026 after selling out during the quarter.
  • INVST sold 14,270 Williams Companies shares in Q1 2026, an estimated $858K.
  • INVST first reported a position in Williams Companies in Q1 2021 and held it in 16 quarters.
  • INVST's Williams Companies position peaked at $1.12M in Q4 2024.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.