iSAM Funds (UK)’s Williams Companies WMB Stock Holding History

iSAM Funds (UK)’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	-3,441	Closed	-$207K	–	468
2025 Q4	$207K	Buy	+3,441	New	+$208K	0.07%	282
2025 Q3	–	Sell	-36,951	Closed	-$2.32M	–	837
2025 Q2	$2.32M	Buy	36,951 +21,457	+138%	+$1.27M	0.51%	45
2025 Q1	$926K	Buy	+15,494	New	+$887K	0.46%	61
2024 Q3	–	Sell	-33,507	Closed	-$1.42M	–	404
2024 Q2	$1.42M	Buy	+33,507	New	+$1.34M	1.07%	17
2024 Q1	–	Sell	-57,414	Closed	-$2M	–	356
2023 Q4	$2M	Buy	+57,414	New	+$2.01M	1.43%	5
2023 Q2	–	Sell	-23,713	Closed	-$708K	–	278
2023 Q1	$708K	Buy	+23,713	New	+$733K	0.9%	34

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

iSAM Funds (UK)'s WMB Position: Q1 2026 in Review

iSAM Funds (UK) sold out of Williams Companies (WMB) in Q1 2026, closing a stake of 3,441 shares — an estimated $207K sold.

iSAM Funds (UK) first reported a position in WMB in Q1 2023 and held it in 6 quarters. The position peaked at $2.32M in Q2 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

iSAM Funds (UK) reported no remaining Williams Companies position as of Q1 2026 after selling out during the quarter.
iSAM Funds (UK) sold 3,441 Williams Companies shares in Q1 2026, an estimated $207K.
iSAM Funds (UK) first reported a position in Williams Companies in Q1 2023 and held it in 6 quarters.
iSAM Funds (UK)'s Williams Companies position peaked at $2.32M in Q2 2025.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on iSAM Funds (UK)'s 13F filing for Q1 2026, filed 13 May 2026.