OBGC
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O'Brien Greene & Co’s Williams Companies WMB Stock Holding History

O'Brien Greene & Co’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 		$11.3M Sell
155,167
-463
-0.3% -$32.1K 3.2% 10
2025
Q4 		$9.35M Buy
155,630
+1,001
+0.6% +$60.5K 2.78% 11
2025
Q3 		$9.8M Sell
154,629
-1,740
-1% -$102K 3.01% 9
2025
Q2 		$9.82M Sell
156,369
-5,335
-3% -$315K 3.21% 7
2025
Q1 		$9.66M Sell
161,704
-1,228
-0.8% -$70.3K 3.24% 7
2024
Q4 		$8.82M Sell
162,932
-8,377
-5% -$451K 2.86% 8
2024
Q3 		$7.82M Sell
171,309
-931
-0.5% -$40.9K 2.44% 13
2024
Q2 		$7.32M Buy
172,240
+17,807
+12% +$714K 2.32% 15
2024
Q1 		$6.02M Buy
154,433
+832
+0.5% +$29.6K 1.98% 23
2023
Q4 		$5.35M Buy
153,601
+499
+0.3% +$17.5K 1.88% 25
2023
Q3 		$5.16M Buy
153,102
+27,235
+22% +$929K 1.89% 25
2023
Q2 		$4.11M Buy
125,867
+106,142
+538% +$3.19M 1.43% 30
2023
Q1 		$589K Buy
19,725
+400
+2% +$12.4K 0.22% 70
2022
Q4 		$636K Sell
19,325
-40,276
-68% -$1.31M 0.24% 65
2022
Q3 		$1.71M Buy
59,601
+43,142
+262% +$1.41M 0.23% 69
2022
Q2 		$513K Buy
16,459
+1,637
+11% +$56.5K 0.19% 78
2022
Q1 		$495K Buy
14,822
+150
+1% +$4.58K 0.16% 89
2021
Q4 		$382K Buy
14,672
+722
+5% +$20K 0.13% 108
2021
Q3 		$362K Buy
13,950
+900
+7% +$22.7K 0.13% 104
2021
Q2 		$346K Buy
13,050
+2,550
+24% +$65.3K 0.12% 108
2021
Q1 		$249K Buy
+10,500
New +$239K 0.1% 113

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

O'Brien Greene & Co's WMB Position: Q1 2026 in Review

O'Brien Greene & Co reduced its Williams Companies (WMB) stake by 0.3% in Q1 2026, selling an estimated $32.1K and leaving 155,167 shares worth $11.3M. The position accounts for 3.2% of the portfolio, ranked #10.

O'Brien Greene & Co 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.

  • O'Brien Greene & Co held 155,167 shares of Williams Companies worth $11.3M as of Q1 2026.
  • O'Brien Greene & Co sold 463 Williams Companies shares in Q1 2026, an estimated $32.1K.
  • Williams Companies made up 3.2% of O'Brien Greene & Co's portfolio in Q1 2026, its #10 holding.
  • O'Brien Greene & Co 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 O'Brien Greene & Co's 13F filing for Q1 2026, filed 6 May 2026.