Kayne Anderson Rudnick Investment Management’s Williams Companies WMB Stock Holding History

Kayne Anderson Rudnick Investment Management’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	$16.4K	Hold	225	–	–	﹤0.01%	654
2025 Q4	$13.5K	Sell	225 -4,124	-95%	-$249K	﹤0.01%	688
2025 Q3	$276K	Buy	4,349 +37	+0.9%	+$2.17K	﹤0.01%	478
2025 Q2	$271K	Buy	4,312 +4,126	+2,218%	+$244K	﹤0.01%	480
2025 Q1	$11.1K	Hold	186	–	–	﹤0.01%	681
2024 Q4	$10.1K	Hold	186	–	–	﹤0.01%	688
2024 Q3	$8.5K	Sell	186 -11	-6%	-$484	﹤0.01%	689
2024 Q2	$8.38K	Buy	197 +11	+6%	+$441	﹤0.01%	647
2024 Q1	$7.26K	Hold	186	–	–	﹤0.01%	652
2023 Q4	$6.49K	Buy	186 +163	+709%	+$5.72K	﹤0.01%	641
2023 Q3	$775	Hold	23	–	–	﹤0.01%	761
2023 Q2	$750	Buy	+23	New	+$690	﹤0.01%	772
2020 Q3	–	Sell	-22	Closed	–	–	584
2020 Q2	$0	Hold	22	–	–	﹤0.01%	639
2020 Q1	$0	Hold	22	–	–	﹤0.01%	680
2019 Q4	$1K	Hold	22	–	–	﹤0.01%	639
2019 Q3	$1K	Hold	22	–	–	﹤0.01%	551
2019 Q2	$1K	Buy	+22	New	+$611	﹤0.01%	538

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Kayne Anderson Rudnick Investment Management's WMB Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management held its Williams Companies (WMB) position steady in Q1 2026 at 225 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Kayne Anderson Rudnick Investment Management first reported a position in WMB in Q2 2019 and has held it in 17 quarters since. The position peaked at $276K in Q3 2025. 1,814 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Kayne Anderson Rudnick Investment Management held 225 shares of Williams Companies worth $16.4K as of Q1 2026.
Kayne Anderson Rudnick Investment Management left its Williams Companies share count unchanged in Q1 2026.
Williams Companies made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #654 holding.
Kayne Anderson Rudnick Investment Management first reported a position in Williams Companies in Q2 2019 and has held it in 17 quarters since.
Kayne Anderson Rudnick Investment Management's Williams Companies position peaked at $276K in Q3 2025.
1,814 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.