MTM Investment Management’s Williams Companies WMB Stock Holding History

MTM Investment 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	$1.59M	Sell	21,801 -255	-1%	-$17.7K	0.5%	55
2025 Q4	$1.33M	Hold	22,056	–	–	0.42%	61
2025 Q3	$1.4M	Sell	22,056 -700	-3%	-$41.1K	0.44%	61
2025 Q2	$1.43M	Hold	22,756	–	–	0.48%	53
2025 Q1	$1.38M	Hold	22,756	–	–	0.53%	49
2024 Q4	$1.23M	Sell	22,756 -2,227	-9%	-$120K	0.47%	57
2024 Q3	$1.24M	Hold	24,983	–	–	0.48%	58
2024 Q2	$1.06M	Sell	24,983 -150	-0.6%	-$6.02K	0.44%	64
2024 Q1	$979K	Sell	25,133 -124	-0.5%	-$4.41K	0.4%	67
2023 Q4	$880K	Hold	25,257	–	–	0.4%	69
2023 Q3	$851K	Hold	25,257	–	–	0.43%	65
2023 Q2	$824K	Hold	25,257	–	–	0.4%	67
2023 Q1	$754K	Hold	25,257	–	–	0.39%	74
2022 Q4	$831K	Sell	25,257 -1,600	-6%	-$52.1K	0.43%	69
2022 Q3	$769K	Sell	26,857 -257	-0.9%	-$8.37K	0.44%	69
2022 Q2	$848K	Hold	27,114	–	–	0.46%	66
2022 Q1	$906K	Hold	27,114	–	–	0.44%	65
2021 Q4	$706K	Sell	27,114 -250	-0.9%	-$6.91K	0.34%	88
2021 Q3	$710K	Sell	27,364 -700	-2%	-$17.6K	0.39%	81
2021 Q2	$745K	Buy	28,064 +3,000	+12%	+$76.8K	0.39%	78
2021 Q1	$594K	Buy	+25,064	New	+$569K	0.33%	85

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

MTM Investment Management's WMB Position: Q1 2026 in Review

MTM Investment Management reduced its Williams Companies (WMB) stake by 1.2% in Q1 2026, selling an estimated $17.7K and leaving 21,801 shares worth $1.59M. The position accounts for 0.5% of the portfolio, ranked #55.

MTM Investment Management first reported a position in WMB in Q1 2021 and has held it in 21 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

MTM Investment Management held 21,801 shares of Williams Companies worth $1.59M as of Q1 2026.
MTM Investment Management sold 255 Williams Companies shares in Q1 2026, an estimated $17.7K.
Williams Companies made up 0.5% of MTM Investment Management's portfolio in Q1 2026, its #55 holding.
MTM Investment Management first reported a position in Williams Companies in Q1 2021 and has held it in 21 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on MTM Investment Management's 13F filing for Q1 2026, filed 6 May 2026.