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Patten Group’s Williams Companies WMB Stock Holding History

Patten Group’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 		$1.84M Buy
25,342
+206
+0.8% +$14.3K 0.32% 94
2025
Q4 		$1.51M Hold
25,136
– – 0.28% 108
2025
Q3 		$1.59M Sell
25,136
-121
-0.5% -$7.1K 0.31% 99
2025
Q2 		$1.59M Sell
25,257
-2,888
-10% -$171K 0.34% 90
2025
Q1 		$1.68M Sell
28,145
-240
-0.8% -$13.7K 0.39% 82
2024
Q4 		$1.54M Sell
28,385
-56
-0.2% -$3.02K 0.34% 89
2024
Q3 		$1.3M Buy
28,441
+1,415
+5% +$62.2K 0.29% 107
2024
Q2 		$1.15M Buy
27,026
+1,704
+7% +$68.4K 0.27% 105
2024
Q1 		$987K Buy
25,322
+1,423
+6% +$50.6K 0.24% 113
2023
Q4 		$832K Buy
23,899
+296
+1% +$10.4K 0.23% 124
2023
Q3 		$795K Buy
23,603
+721
+3% +$24.6K 0.24% 120
2023
Q2 		$747K Buy
22,882
+42
+0.2% +$1.26K 0.11% 129
2023
Q1 		$682K Buy
22,840
+1,629
+8% +$50.3K 0.2% 139
2022
Q4 		$698K Buy
21,211
+3,373
+19% +$110K 0.22% 131
2022
Q3 		$531K Buy
17,838
+1,791
+11% +$58.3K 0.18% 144
2022
Q2 		$500K Buy
16,047
+1,600
+11% +$55.2K 0.16% 149
2022
Q1 		$483K Buy
14,447
+2,422
+20% +$74K 0.14% 163
2021
Q4 		$313K Buy
12,025
+435
+4% +$12K 0.08% 209
2021
Q3 		$301K Sell
11,590
-8
-0.1% -$201 0.09% 208
2021
Q2 		$308K Buy
11,598
+502
+5% +$12.9K 0.09% 213
2021
Q1 		$263K Buy
11,096
+200
+2% +$4.54K 0.08% 216
2020
Q4 		$218K Sell
10,896
-2,850
-21% -$57.8K 0.06% 220
2020
Q3 		$270K Buy
13,746
+1,767
+15% +$36K 0.11% 187
2020
Q2 		$228K Hold
11,979
– – 0.1% 187
2020
Q1 		$170K Sell
11,979
-5,126
-30% -$99.3K 0.09% 181
2019
Q4 		$406K Sell
17,105
-6,560
-28% -$150K 0.15% 149
2019
Q3 		$569K Sell
23,665
-561
-2% -$14.1K 0.23% 110
2019
Q2 		$679K Sell
24,226
-300
-1% -$8.34K 0.28% 103
2019
Q1 		$704K Sell
24,526
-725
-3% -$19.4K 0.3% 97
2018
Q4 		$557K Sell
25,251
-8,893
-26% -$222K 0.26% 98
2018
Q3 		$928K Buy
34,144
+2,807
+9% +$81.4K 0.35% 85
2018
Q2 		$850K Sell
31,337
-1,065
-3% -$28.1K 0.34% 86
2018
Q1 		$806K Sell
32,402
-1,246
-4% -$36.8K 0.33% 84
2017
Q4 		$1.03M Sell
33,648
-3,020
-8% -$87.8K 0.41% 70
2017
Q3 		$1.1M Buy
36,668
+170
+0.5% +$5.17K 0.45% 65
2017
Q2 		$1.13M Sell
36,498
-1,326
-4% -$39.5K 0.46% 63
2017
Q1 		$1.15M Buy
37,824
+2,300
+6% +$66.5K 0.5% 58
2016
Q4 		$1.01M Buy
35,524
+4,185
+13% +$126K 0.45% 66
2016
Q3 		$918K Buy
31,339
+21,764
+227% +$578K 0.43% 64
2016
Q2 		$207K Buy
9,575
+2,600
+37% +$52.2K 0.1% 168
2016
Q1 		$112K Hold
6,975
– – 0.05% 218
2015
Q4 		$179K Sell
6,975
-6,939
-50% -$242K 0.09% 169
2015
Q3 		$513K Sell
13,914
-400
-3% -$19.9K 0.26% 93
2015
Q2 		$821K Buy
14,314
+95
+0.7% +$4.89K 0.39% 69
2015
Q1 		$720K Sell
14,219
-3,525
-20% -$163K 0.37% 78
2014
Q4 		$796K Buy
+17,744
New +$907K 0.39% 72

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

Patten Group's WMB Position: Q1 2026 in Review

Patten Group increased its Williams Companies (WMB) stake by 0.82% in Q1 2026, buying an estimated $14.3K and bringing the position to 25,342 shares worth $1.84M. The position accounts for 0.32% of the portfolio, ranked #94.

Patten Group first reported a position in WMB in Q4 2014 and has held it in 46 quarters since. 1,810 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Patten Group held 25,342 shares of Williams Companies worth $1.84M as of Q1 2026.
  • Patten Group bought 206 Williams Companies shares in Q1 2026, an estimated $14.3K.
  • Williams Companies made up 0.32% of Patten Group's portfolio in Q1 2026, its #94 holding.
  • Patten Group first reported a position in Williams Companies in Q4 2014 and has held it in 46 quarters since.
  • 1,810 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.