Itau Unibanco Holding S.A.’s Williams Companies WMB Stock Holding History

Itau Unibanco Holding S.A.’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	$5.51M	Sell	75,724 -9,479	-11%	-$656K	0.13%	72
2025 Q4	$5.12M	Buy	85,203 +84,477	+11,636%	+$5.11M	0.12%	80
2025 Q3	$46K	Buy	+726	New	+$42.6K	﹤0.01%	258
2020 Q2	–	Sell	-3,791	Closed	-$54K	–	440
2020 Q1	$54K	Buy	+3,791	New	+$73.4K	﹤0.01%	246
2017 Q4	–	Sell	-2,496	Closed	-$237K	–	650
2017 Q3	$237K	Buy	2,496 +2,426	+3,466%	+$73.8K	0.02%	434
2017 Q2	$2K	Buy	+70	New	+$2.08K	﹤0.01%	645

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

Itau Unibanco Holding S.A.'s WMB Position: Q1 2026 in Review

Itau Unibanco Holding S.A. reduced its Williams Companies (WMB) stake by 11% in Q1 2026, selling an estimated $656K and leaving 75,724 shares worth $5.51M. The position accounts for 0.13% of the portfolio, ranked #72.

Itau Unibanco Holding S.A. first reported a position in WMB in Q2 2017 and has held it in 6 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Itau Unibanco Holding S.A. held 75,724 shares of Williams Companies worth $5.51M as of Q1 2026.
Itau Unibanco Holding S.A. sold 9,479 Williams Companies shares in Q1 2026, an estimated $656K.
Williams Companies made up 0.13% of Itau Unibanco Holding S.A.'s portfolio in Q1 2026, its #72 holding.
Itau Unibanco Holding S.A. first reported a position in Williams Companies in Q2 2017 and has held it in 6 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q1 2026, filed 14 May 2026.