Pullen Investment Management’s Williams Companies WMB Stock Holding History

Pullen 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	$1.26M	Sell	17,320 -73	-0.4%	-$5.05K	0.63%	64
2025 Q4	$1.05M	Buy	17,393 +331	+2%	+$20K	0.55%	69
2025 Q3	$1.08M	Buy	17,062 +24	+0.1%	+$1.41K	0.59%	66
2025 Q2	$1.07M	Sell	17,038 -5,984	-26%	-$353K	0.64%	63
2025 Q1	$1.38M	Buy	23,022 +562	+3%	+$32.2K	0.87%	48
2024 Q4	$1.22M	Buy	22,460 +714	+3%	+$38.5K	0.79%	49
2024 Q3	$993K	Sell	21,746 -30	-0.1%	-$1.32K	0.73%	58
2024 Q2	$925K	Buy	21,776 +1,518	+7%	+$60.9K	0.77%	46
2024 Q1	$789K	Buy	+20,258	New	+$720K	0.67%	56

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

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

Pullen Investment Management reduced its Williams Companies (WMB) stake by 0.42% in Q1 2026, selling an estimated $5.05K and leaving 17,320 shares worth $1.26M. The position accounts for 0.63% of the portfolio, ranked #64.

Pullen Investment Management first reported a position in WMB in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.38M in Q1 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Pullen Investment Management held 17,320 shares of Williams Companies worth $1.26M as of Q1 2026.
Pullen Investment Management sold 73 Williams Companies shares in Q1 2026, an estimated $5.05K.
Williams Companies made up 0.63% of Pullen Investment Management's portfolio in Q1 2026, its #64 holding.
Pullen Investment Management first reported a position in Williams Companies in Q1 2024 and has held it in 9 quarters since.
Pullen Investment Management's Williams Companies position peaked at $1.38M in Q1 2025.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Pullen Investment Management's 13F filing for Q1 2026, filed 15 Apr 2026.