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Keel Point’s Williams Companies WMB Stock Holding History

Keel Point’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 		$947K Sell
13,017
-626
-5% -$43.3K 0.06% 174
2025
Q4 		$820K Sell
13,643
-245
-2% -$14.8K 0.05% 212
2025
Q3 		$880K Buy
13,888
+493
+4% +$28.9K 0.05% 203
2025
Q2 		$841K Buy
13,395
+632
+5% +$37.3K 0.06% 206
2025
Q1 		$763K Buy
12,763
+1,628
+15% +$93.2K 0.06% 179
2024
Q4 		$603K Buy
11,135
+608
+6% +$32.8K 0.05% 202
2024
Q3 		$481K Buy
10,527
+279
+3% +$12.3K 0.04% 247
2024
Q2 		$442K Buy
+10,248
New +$411K 0.04% 255
2023
Q3 		– Sell
-8,501
Closed -$277K – 331
2023
Q2 		$277K Buy
8,501
+1,471
+21% +$44.1K 0.04% 257
2023
Q1 		$210K Buy
7,030
+692
+11% +$21.4K 0.03% 287
2022
Q4 		$209K Buy
+6,338
New +$206K 0.03% 274

Other funds holding WMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Keel Point's WMB Position: Q1 2026 in Review

Keel Point reduced its Williams Companies (WMB) stake by 4.6% in Q1 2026, selling an estimated $43.3K and leaving 13,017 shares worth $947K. The position accounts for 0.06% of the portfolio, ranked #174.

Keel Point first reported a position in WMB in Q4 2022 and has held it in 11 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Keel Point held 13,017 shares of Williams Companies worth $947K as of Q1 2026.
  • Keel Point sold 626 Williams Companies shares in Q1 2026, an estimated $43.3K.
  • Williams Companies made up 0.06% of Keel Point's portfolio in Q1 2026, its #174 holding.
  • Keel Point first reported a position in Williams Companies in Q4 2022 and has held it in 11 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.