LGF
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LGT Group Foundation’s Williams Companies WMB Stock Holding History

LGT Group Foundation’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 		$891K Sell
12,249
-2,327
-16% -$161K 0.01% 200
2025
Q4 		$877K Buy
14,576
+759
+5% +$45.9K 0.01% 205
2025
Q3 		$880K Buy
13,817
+57
+0.4% +$3.35K 0.01% 209
2025
Q2 		$864K Sell
13,760
-602
-4% -$35.5K 0.01% 209
2025
Q1 		$858K Sell
14,362
-1,624
-10% -$93K 0.01% 207
2024
Q4 		$865K Buy
15,986
+1,116
+8% +$60.1K 0.01% 200
2024
Q3 		$708K Sell
14,870
-5,625
-27% -$247K 0.01% 222
2024
Q2 		$871K Hold
20,495
– – 0.01% 207
2024
Q1 		$799K Sell
20,495
-25,494
-55% -$906K 0.02% 198
2023
Q4 		$1.61M Sell
45,989
-3,741
-8% -$131K 0.04% 187
2023
Q3 		$1.64M Sell
49,730
-4,360
-8% -$149K 0.04% 190
2023
Q2 		$1.76M Hold
54,090
– – 0.04% 199
2023
Q1 		$1.62M Sell
54,090
-65,643
-55% -$2.03M 0.05% 209
2022
Q4 		$3.94M Buy
119,733
+74,169
+163% +$2.41M 0.12% 144
2022
Q3 		$1.3M Sell
45,564
-84,516
-65% -$2.75M 0.05% 185
2022
Q2 		$4.06M Buy
130,080
+96,421
+286% +$3.33M 0.12% 138
2022
Q1 		$1.14M Buy
33,659
+18,659
+124% +$570K 0.03% 212
2021
Q4 		$391K Buy
+15,000
New +$415K 0.01% 234

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

LGT Group Foundation's WMB Position: Q1 2026 in Review

LGT Group Foundation reduced its Williams Companies (WMB) stake by 16% in Q1 2026, selling an estimated $161K and leaving 12,249 shares worth $891K. The position accounts for 0.01% of the portfolio, ranked #200.

LGT Group Foundation first reported a position in WMB in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.06M in Q2 2022. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • LGT Group Foundation held 12,249 shares of Williams Companies worth $891K as of Q1 2026.
  • LGT Group Foundation sold 2,327 Williams Companies shares in Q1 2026, an estimated $161K.
  • Williams Companies made up 0.01% of LGT Group Foundation's portfolio in Q1 2026, its #200 holding.
  • LGT Group Foundation first reported a position in Williams Companies in Q4 2021 and has held it in 18 quarters since.
  • LGT Group Foundation's Williams Companies position peaked at $4.06M in Q2 2022.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on LGT Group Foundation's 13F filing for Q1 2026, filed 28 Apr 2026.