MAM
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Morse Asset Management’s Williams Companies WMB Stock Holding History

Morse Asset 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
Q1 		$11.1K Sell
152
-27
-15% -$1.87K ﹤0.01% 293
2025
Q4 		$10.8K Buy
179
+25
+16% +$1.51K ﹤0.01% 281
2025
Q3 		$9.76K Hold
154
– – ﹤0.01% 267
2025
Q2 		$9.67K Hold
154
– – ﹤0.01% 264
2025
Q1 		$9.2K Buy
+154
New +$8.81K ﹤0.01% 249

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

Morse Asset Management's WMB Position: Q1 2026 in Review

Morse Asset Management reduced its Williams Companies (WMB) stake by 15% in Q1 2026, selling an estimated $1.87K and leaving 152 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Morse Asset Management first reported a position in WMB in Q1 2025 and has held it in 5 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Morse Asset Management held 152 shares of Williams Companies worth $11.1K as of Q1 2026.
  • Morse Asset Management sold 27 Williams Companies shares in Q1 2026, an estimated $1.87K.
  • Williams Companies made up ﹤0.01% of Morse Asset Management's portfolio in Q1 2026, its #293 holding.
  • Morse Asset Management first reported a position in Williams Companies in Q1 2025 and has held it in 5 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Morse Asset Management's 13F filing for Q1 2026, filed 14 May 2026.