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Mount Lucas Management’s Williams Companies WMB Stock Holding History

Mount Lucas 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 		– Sell
-25,725
Closed -$1.55M – 208
2025
Q4 		$1.55M Buy
25,725
+138
+0.5% +$8.34K 0.62% 51
2025
Q3 		$1.62M Buy
25,587
+900
+4% +$52.8K 0.67% 40
2025
Q2 		$1.55M Sell
24,687
-3,641
-13% -$215K 0.66% 36
2025
Q1 		$1.69M Buy
+28,328
New +$1.62M 0.54% 44

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mount Lucas Management's WMB Position: Q1 2026 in Review

Mount Lucas Management sold out of Williams Companies (WMB) in Q1 2026, closing a stake of 25,725 shares — an estimated $1.55M sold.

Mount Lucas Management first reported a position in WMB in Q1 2025 and held it in 4 quarters. The position peaked at $1.69M in Q1 2025. 1,819 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Mount Lucas Management reported no remaining Williams Companies position as of Q1 2026 after selling out during the quarter.
  • Mount Lucas Management sold 25,725 Williams Companies shares in Q1 2026, an estimated $1.55M.
  • Mount Lucas Management first reported a position in Williams Companies in Q1 2025 and held it in 4 quarters.
  • Mount Lucas Management's Williams Companies position peaked at $1.69M in Q1 2025.
  • 1,819 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Mount Lucas Management's 13F filing for Q1 2026, filed 5 May 2026.