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North Star Investment Management’s Williams Companies WMB Stock Holding History

North Star 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 		$2.16M Buy
29,613
+3,105
+12% +$215K 0.13% 165
2025
Q4 		$1.59M Buy
26,508
+263
+1% +$15.9K 0.1% 186
2025
Q3 		$1.66M Buy
26,245
+135
+0.5% +$7.92K 0.11% 179
2025
Q2 		$1.64M Buy
26,110
+145
+0.6% +$8.56K 0.11% 174
2025
Q1 		$1.55M Buy
25,965
+208
+0.8% +$11.9K 0.11% 181
2024
Q4 		$1.39M Buy
25,757
+1,968
+8% +$106K 0.1% 186
2024
Q3 		$1.09M Buy
23,789
+312
+1% +$13.7K 0.08% 223
2024
Q2 		$998K Buy
23,477
+182
+0.8% +$7.3K 0.07% 230
2024
Q1 		$908K Buy
23,295
+197
+0.9% +$7K 0.06% 249
2023
Q4 		$804K Buy
23,098
+13
+0.1% +$456 0.06% 260
2023
Q3 		$778K Buy
23,085
+13
+0.1% +$444 0.07% 258
2023
Q2 		$753K Buy
23,072
+15
+0.1% +$450 0.06% 278
2023
Q1 		$688K Buy
23,057
+15
+0.1% +$463 0.06% 298
2022
Q4 		$758K Buy
23,042
+59
+0.3% +$1.92K 0.07% 275
2022
Q3 		$658K Buy
22,983
+13
+0.1% +$424 0.06% 264
2022
Q2 		$717K Buy
22,970
+13
+0.1% +$449 0.07% 255
2022
Q1 		$767K Buy
22,957
+12
+0.1% +$367 0.06% 259
2021
Q4 		$597K Buy
22,945
+14
+0.1% +$387 0.04% 294
2021
Q3 		$595K Hold
22,931
– – 0.05% 282
2021
Q2 		$609K Hold
22,931
– – 0.05% 280
2021
Q1 		$543K Hold
22,931
– – 0.05% 267
2020
Q4 		$460K Hold
22,931
– – 0.05% 271
2020
Q3 		$451K Hold
22,931
– – 0.05% 264
2020
Q2 		$436K Hold
22,931
– – 0.06% 252
2020
Q1 		$324K Hold
22,931
– – 0.05% 269
2019
Q4 		$544K Hold
22,931
– – 0.06% 259
2019
Q3 		$552K Hold
22,931
– – 0.06% 253
2019
Q2 		$643K Hold
22,931
– – 0.07% 251
2019
Q1 		$659K Hold
22,931
– – 0.08% 246
2018
Q4 		$506K Hold
22,931
– – 0.07% 246
2018
Q3 		$623K Hold
22,931
– – 0.07% 245
2018
Q2 		$622K Hold
22,931
– – 0.07% 244
2018
Q1 		$570K Buy
22,931
+600
+3% +$17.7K 0.07% 246
2017
Q4 		$681K Hold
22,331
– – 0.08% 228
2017
Q3 		$670K Hold
22,331
– – 0.08% 223
2017
Q2 		$676K Buy
22,331
+900
+4% +$26.8K 0.09% 225
2017
Q1 		$634K Hold
21,431
– – 0.09% 227
2016
Q4 		$667K Buy
21,431
+21,331
+21,331% +$643K 0.1% 207
2016
Q3 		$3K Hold
100
– – ﹤0.01% 748
2016
Q2 		$2K Sell
100
-100
-50% -$2.01K ﹤0.01% 757
2016
Q1 		$3K Hold
200
– – ﹤0.01% 699
2015
Q4 		$5K Sell
200
-145
-42% -$5.07K ﹤0.01% 666
2015
Q3 		$13K Buy
345
+145
+73% +$7.22K ﹤0.01% 573
2015
Q2 		$11K Hold
200
– – ﹤0.01% 593
2015
Q1 		$10K Hold
200
– – ﹤0.01% 620
2014
Q4 		$9K Hold
200
– – ﹤0.01% 623
2014
Q3 		$11K Hold
200
– – ﹤0.01% 525
2014
Q2 		$12K Hold
200
– – ﹤0.01% 554
2014
Q1 		$8K Buy
+200
New +$8.1K ﹤0.01% 565

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

North Star Investment Management's WMB Position: Q1 2026 in Review

North Star Investment Management increased its Williams Companies (WMB) stake by 12% in Q1 2026, buying an estimated $215K and bringing the position to 29,613 shares worth $2.16M. The position accounts for 0.13% of the portfolio, ranked #165.

North Star Investment Management first reported a position in WMB in Q1 2014 and has held it in 49 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • North Star Investment Management held 29,613 shares of Williams Companies worth $2.16M as of Q1 2026.
  • North Star Investment Management bought 3,105 Williams Companies shares in Q1 2026, an estimated $215K.
  • Williams Companies made up 0.13% of North Star Investment Management's portfolio in Q1 2026, its #165 holding.
  • North Star Investment Management first reported a position in Williams Companies in Q1 2014 and has held it in 49 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.