Regatta Research & Money Management’s Williams Companies WMB Stock Holding History

Regatta Research & Money 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 Q2	$246K	Buy	+3,317	New	+$244K	0.23%	86

Other funds holding WMB

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Regatta Research & Money Management's WMB Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Williams Companies (WMB) in Q2 2026: 3,317 shares worth $246K. The stake represents 0.23% of the portfolio and ranks #86 among its holdings.

1,424 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Regatta Research & Money Management held 3,317 shares of Williams Companies worth $246K as of Q2 2026.
Williams Companies was a new Regatta Research & Money Management position in Q2 2026.
Williams Companies made up 0.23% of Regatta Research & Money Management's portfolio in Q2 2026, its #86 holding.
1,424 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.