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 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 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

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

Quest Investment Management reduced its Williams Companies (WMB) stake by 22% in Q1 2026, selling an estimated $175K and leaving 9,208 shares worth $670K. The position accounts for 0.08% of the portfolio, ranked #90.

Quest Investment Management first reported a position in WMB in Q2 2013 and has held it in 11 quarters since. The position peaked at $20.1M in Q2 2013. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Quest Investment Management held 9,208 shares of Williams Companies worth $670K as of Q1 2026.
Quest Investment Management sold 2,522 Williams Companies shares in Q1 2026, an estimated $175K.
Williams Companies made up 0.08% of Quest Investment Management's portfolio in Q1 2026, its #90 holding.
Quest Investment Management first reported a position in Williams Companies in Q2 2013 and has held it in 11 quarters since.
Quest Investment Management's Williams Companies position peaked at $20.1M in Q2 2013.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

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