Lee Financial’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.67M | Buy |
22,967
+14,358
| +167% | +$994K | 0.24% | 44 |
|
|
2025
Q4 | $517K | Sell |
8,609
-8,977
| -51% | -$543K | 0.07% | 99 |
|
|
2025
Q3 | $1.11M | Buy |
17,586
+8,910
| +103% | +$523K | 0.14% | 85 |
|
|
2025
Q2 | $545K | Buy |
8,676
+1,008
| +13% | +$59.5K | 0.08% | 93 |
|
|
2025
Q1 | $458K | Sell |
7,668
-3,051
| -28% | -$175K | 0.07% | 99 |
|
|
2024
Q4 | $580K | Hold |
10,719
| – | – | 0.08% | 105 |
|
|
2024
Q3 | $489K | Buy |
10,719
+2,978
| +38% | +$131K | 0.07% | 113 |
|
|
2024
Q2 | $329K | Buy |
7,741
+214
| +3% | +$8.58K | 0.05% | 114 |
|
|
2024
Q1 | $293K | Buy |
7,527
+145
| +2% | +$5.15K | 0.05% | 119 |
|
|
2023
Q4 | $257K | Buy |
7,382
+366
| +5% | +$12.8K | 0.05% | 122 |
|
|
2023
Q3 | $236K | Hold |
7,016
| – | – | 0.04% | 120 |
|
|
2023
Q2 | $229K | Buy |
7,016
+793
| +13% | +$23.8K | 0.04% | 123 |
|
|
2023
Q1 | $186K | Sell |
6,223
-402
| -6% | -$12.4K | 0.03% | 131 |
|
|
2022
Q4 | $218K | Hold |
6,625
| – | – | 0.04% | 143 |
|
|
2022
Q3 | $189K | Buy |
6,625
+14
| +0.2% | +$456 | 0.04% | 149 |
|
|
2022
Q2 | $207K | Buy |
6,611
+416
| +7% | +$14.4K | 0.04% | 143 |
|
|
2022
Q1 | $207K | Buy |
6,195
+1,444
| +30% | +$44.1K | 0.04% | 143 |
|
|
2021
Q4 | $123K | Hold |
4,751
| – | – | 0.02% | 172 |
|
|
2021
Q3 | $123K | Sell |
4,751
-435
| -8% | -$11K | 0.03% | 170 |
|
|
2021
Q2 | $138K | Sell |
5,186
-1,740
| -25% | -$44.6K | 0.03% | 161 |
|
|
2021
Q1 | $164K | Buy |
6,926
+400
| +6% | +$9.09K | 0.04% | 142 |
|
|
2020
Q4 | $131K | Sell |
6,526
-123
| -2% | -$2.49K | 0.03% | 138 |
|
|
2020
Q3 | $131K | Buy |
6,649
+4,438
| +201% | +$90.4K | 0.04% | 137 |
|
|
2020
Q2 | $42K | Sell |
2,211
-461
| -17% | -$8.58K | 0.01% | 224 |
|
|
2020
Q1 | $37K | Sell |
2,672
-1,805
| -40% | -$35K | 0.01% | 195 |
|
|
2019
Q4 | $106K | Sell |
4,477
-359
| -7% | -$8.22K | 0.02% | 150 |
|
|
2019
Q3 | $116K | Buy |
4,836
+343
| +8% | +$8.65K | 0.03% | 143 |
|
|
2019
Q2 | $126K | Buy |
4,493
+4,105
| +1,058% | +$114K | 0.03% | 153 |
|
|
2019
Q1 | $11K | Hold |
388
| – | – | ﹤0.01% | 332 |
|
|
2018
Q4 | $9K | Hold |
388
| – | – | ﹤0.01% | 302 |
|
|
2018
Q3 | $11K | Sell |
388
-321
| -45% | -$9.31K | ﹤0.01% | 317 |
|
|
2018
Q2 | $19K | Hold |
709
| – | – | ﹤0.01% | 360 |
|
|
2018
Q1 | $18K | Buy |
+709
| New | +$20.9K | ﹤0.01% | 369 |
|
Other funds holding WMB
VCM
VPM
Lee Financial's WMB Position: Q1 2026 in Review
Lee Financial increased its Williams Companies (WMB) stake by 167% in Q1 2026, buying an estimated $994K and bringing the position to 22,967 shares worth $1.67M. The position accounts for 0.24% of the portfolio, ranked #44.
Lee Financial first reported a position in WMB in Q1 2018 and has held it in 33 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.
- Lee Financial held 22,967 shares of Williams Companies worth $1.67M as of Q1 2026.
- Lee Financial bought 14,358 Williams Companies shares in Q1 2026, an estimated $994K.
- Williams Companies made up 0.24% of Lee Financial's portfolio in Q1 2026, its #44 holding.
- Lee Financial first reported a position in Williams Companies in Q1 2018 and has held it in 33 quarters since.
- 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.
Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.