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Quest Investment Management’s Williams Companies WMB Stock Holding History

Quest 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
Q2 		$622K Sell
8,368
-840
-9% -$61.8K 0.07% 89
2026
Q1 		$670K Sell
9,208
-2,522
-22% -$175K 0.08% 90
2025
Q4 		$705K Sell
11,730
-260
-2% -$15.7K 0.08% 89
2025
Q3 		$760K Buy
11,990
+15
+0.1% +$880 0.08% 90
2025
Q2 		$752K Buy
+11,975
New +$707K 0.08% 89
2015
Q2 		– Sell
-121,809
Closed -$6.16M – 125
2015
Q1 		$6.16M Sell
121,809
-31,373
-20% -$1.45M 0.84% 42
2014
Q4 		$6.88M Buy
+153,182
New +$7.83M 0.82% 53
2014
Q3 		– Sell
-113,999
Closed -$6.64M – 232
2014
Q2 		$6.64M Sell
113,999
-56,610
-33% -$2.62M 0.65% 84
2014
Q1 		$6.92M Sell
170,609
-83,934
-33% -$3.4M 0.65% 83
2013
Q4 		$9.82M Sell
254,543
-26,107
-9% -$939K 0.85% 51
2013
Q3 		$10.2M Sell
280,650
-339,851
-55% -$11.9M 0.87% 47
2013
Q2 		$20.1M Buy
+620,501
New +$22.3M 1.52% 21

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Quest Investment Management's WMB Position: Q2 2026 in Review

Quest Investment Management reduced its Williams Companies (WMB) stake by 9.1% in Q2 2026, selling an estimated $61.8K and leaving 8,368 shares worth $622K. The position accounts for 0.07% of the portfolio, ranked #89.

Quest Investment Management first reported a position in WMB in Q2 2013 and has held it in 12 quarters since. The position peaked at $20.1M in Q2 2013. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Quest Investment Management held 8,368 shares of Williams Companies worth $622K as of Q2 2026.
  • Quest Investment Management sold 840 Williams Companies shares in Q2 2026, an estimated $61.8K.
  • Williams Companies made up 0.07% of Quest Investment Management's portfolio in Q2 2026, its #89 holding.
  • Quest Investment Management first reported a position in Williams Companies in Q2 2013 and has held it in 12 quarters since.
  • Quest Investment Management's Williams Companies position peaked at $20.1M in Q2 2013.
  • 1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Quest Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.