Patten & Patten’s Williams Companies WMB Stock Holding History

Patten & Patten’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	$858K	Hold	11,787	–	–	0.05%	196
2025 Q4	$709K	Buy	11,787 +700	+6%	+$42.3K	0.04%	214
2025 Q3	$702K	Buy	11,087 +187	+2%	+$11K	0.04%	221
2025 Q2	$685K	Hold	10,900	–	–	0.04%	203
2025 Q1	$651K	Sell	10,900 -150	-1%	-$8.59K	0.04%	201
2024 Q4	$598K	Sell	11,050 -45	-0.4%	-$2.42K	0.04%	205
2024 Q3	$506K	Sell	11,095 -2,000	-15%	-$87.9K	0.03%	215
2024 Q2	$557K	Buy	13,095 +950	+8%	+$38.1K	0.04%	207
2024 Q1	$473K	Buy	12,145 +1,980	+19%	+$70.4K	0.03%	220
2023 Q4	$354K	Buy	10,165 +1,100	+12%	+$38.6K	0.03%	225
2023 Q3	$305K	Buy	9,065 +1,095	+14%	+$37.4K	0.03%	231
2023 Q2	$260K	Buy	7,970 +720	+10%	+$21.6K	0.02%	244
2023 Q1	$216K	Hold	7,250	–	–	0.02%	254
2022 Q4	$239K	Hold	7,250	–	–	0.02%	242
2022 Q3	$208K	Hold	7,250	–	–	0.02%	256
2022 Q2	$226K	Hold	7,250	–	–	0.02%	255
2022 Q1	$242K	Buy	+7,250	New	+$222K	0.02%	264
2021 Q3	–	Sell	-8,850	Closed	-$235K	–	280
2021 Q2	$235K	Hold	8,850	–	–	0.02%	262
2021 Q1	$210K	Buy	+8,850	New	+$201K	0.02%	262
2019 Q3	–	Sell	-7,350	Closed	-$206K	–	240
2019 Q2	$206K	Hold	7,350	–	–	0.02%	231
2019 Q1	$211K	Buy	+7,350	New	+$197K	0.02%	221
2018 Q4	–	Sell	-8,150	Closed	-$222K	–	234
2018 Q3	$222K	Hold	8,150	–	–	0.02%	227
2018 Q2	$221K	Hold	8,150	–	–	0.02%	223
2018 Q1	$203K	Sell	8,150 -499	-6%	-$14.7K	0.02%	227
2017 Q4	$264K	Sell	8,649 -600	-6%	-$17.4K	0.03%	214
2017 Q3	$278K	Sell	9,249 -600	-6%	-$18.3K	0.03%	214
2017 Q2	$298K	Hold	9,849	–	–	0.03%	206
2017 Q1	$291K	Buy	9,849 +499	+5%	+$14.4K	0.03%	208
2016 Q4	$291K	Buy	9,350 +970	+12%	+$29.2K	0.04%	191
2016 Q3	$258K	Buy	+8,380	New	+$222K	0.03%	191
2016 Q1	–	Sell	-8,540	Closed	-$219K	–	215
2015 Q4	$219K	Hold	8,540	–	–	0.03%	210
2015 Q3	$315K	Sell	8,540 -775	-8%	-$38.6K	0.05%	171
2015 Q2	$535K	Buy	9,315 +390	+4%	+$20.1K	0.08%	154
2015 Q1	$452K	Buy	8,925 +2,000	+29%	+$92.7K	0.07%	167
2014 Q4	$311K	Buy	6,925 +800	+13%	+$40.9K	0.05%	174
2014 Q3	$339K	Hold	6,125	–	–	0.05%	174
2014 Q2	$357K	Sell	6,125 -9,545	-61%	-$442K	0.06%	166
2014 Q1	$636K	Hold	15,670	–	–	0.09%	169
2013 Q4	$604K	Buy	15,670 +2,550	+19%	+$91.7K	0.08%	170
2013 Q3	$477K	Buy	13,120 +250	+2%	+$8.76K	0.07%	168
2013 Q2	$418K	Buy	+12,870	New	+$463K	0.07%	171

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

Patten & Patten's WMB Position: Q1 2026 in Review

Patten & Patten held its Williams Companies (WMB) position steady in Q1 2026 at 11,787 shares worth $858K. The position accounts for 0.05% of the portfolio, ranked #196.

Patten & Patten first reported a position in WMB in Q2 2013 and has held it in 41 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Patten & Patten held 11,787 shares of Williams Companies worth $858K as of Q1 2026.
Patten & Patten left its Williams Companies share count unchanged in Q1 2026.
Williams Companies made up 0.05% of Patten & Patten's portfolio in Q1 2026, its #196 holding.
Patten & Patten first reported a position in Williams Companies in Q2 2013 and has held it in 41 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.