Legacy Bridge’s Williams Companies WMB Stock Holding History

Legacy Bridge’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	–	Sell	-297	Closed	-$17.9K	–	473
2025 Q4	$17.9K	Buy	+297	New	+$18K	0.01%	257

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

Legacy Bridge's WMB Position: Q1 2026 in Review

Legacy Bridge sold out of Williams Companies (WMB) in Q1 2026, closing a stake of 297 shares — an estimated $17.9K sold.

Legacy Bridge first reported a position in WMB in Q4 2025 and held it in 1 quarter. The position peaked at $17.9K in Q4 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Legacy Bridge reported no remaining Williams Companies position as of Q1 2026 after selling out during the quarter.
Legacy Bridge sold 297 Williams Companies shares in Q1 2026, an estimated $17.9K.
Legacy Bridge first reported a position in Williams Companies in Q4 2025 and held it in 1 quarter.
Legacy Bridge's Williams Companies position peaked at $17.9K in Q4 2025.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.