IronBridge Private Wealth’s Williams Companies WMB Stock Holding History

IronBridge Private Wealth’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	$303K	Hold	4,157	–	–	0.1%	39
2025 Q4	$263K	Hold	4,157	–	–	0.08%	42
2025 Q3	$263K	Hold	4,157	–	–	0.08%	43
2025 Q2	$261K	Hold	4,157	–	–	0.09%	35
2025 Q1	$248K	Hold	4,157	–	–	0.1%	44
2024 Q4	$225K	Buy	+4,157	New	+$224K	0.08%	47
2022 Q1	–	Sell	-2,095	Closed	-$55K	–	300
2021 Q4	$55K	Hold	2,095	–	–	0.03%	66
2021 Q3	$54K	Hold	2,095	–	–	0.03%	55
2021 Q2	$56K	Hold	2,095	–	–	0.03%	59
2021 Q1	$50K	Buy	+2,095	New	+$47.6K	0.03%	61

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

IronBridge Private Wealth's WMB Position: Q1 2026 in Review

IronBridge Private Wealth held its Williams Companies (WMB) position steady in Q1 2026 at 4,157 shares worth $303K. The position accounts for 0.1% of the portfolio, ranked #39.

IronBridge Private Wealth first reported a position in WMB in Q1 2021 and has held it in 10 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

IronBridge Private Wealth held 4,157 shares of Williams Companies worth $303K as of Q1 2026.
IronBridge Private Wealth left its Williams Companies share count unchanged in Q1 2026.
Williams Companies made up 0.1% of IronBridge Private Wealth's portfolio in Q1 2026, its #39 holding.
IronBridge Private Wealth first reported a position in Williams Companies in Q1 2021 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 IronBridge Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.