Joel Isaacson & Co’s Williams Companies WMB Stock Holding History

Joel Isaacson & Co’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	$411K	Hold	5,645	–	–	0.01%	310
2025 Q4	$339K	Buy	5,645 +2,435	+76%	+$147K	0.01%	340
2025 Q3	$203K	Hold	3,210	–	–	0.01%	426
2025 Q2	$202K	Buy	+3,210	New	+$190K	0.01%	403
2016 Q2	–	Sell	-600	Closed	-$10K	–	771
2016 Q1	$10K	Buy	+600	New	+$10.3K	﹤0.01%	575
2015 Q4	–	Sell	-412	Closed	-$15K	–	799
2015 Q3	$15K	Hold	412	–	–	﹤0.01%	529
2015 Q2	$24K	Buy	412 +292	+243%	+$15K	0.01%	477
2015 Q1	$6K	Buy	+120	New	+$5.56K	﹤0.01%	603

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

Joel Isaacson & Co's WMB Position: Q1 2026 in Review

Joel Isaacson & Co held its Williams Companies (WMB) position steady in Q1 2026 at 5,645 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #310.

Joel Isaacson & Co first reported a position in WMB in Q1 2015 and has held it in 8 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Joel Isaacson & Co held 5,645 shares of Williams Companies worth $411K as of Q1 2026.
Joel Isaacson & Co left its Williams Companies share count unchanged in Q1 2026.
Williams Companies made up 0.01% of Joel Isaacson & Co's portfolio in Q1 2026, its #310 holding.
Joel Isaacson & Co first reported a position in Williams Companies in Q1 2015 and has held it in 8 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.