R Squared’s Williams Companies WMB Stock Holding History

R Squared’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	–	Sell	-7,340	Closed	-$534K	–	705
2026 Q1	$534K	Sell	7,340 -407	-5%	-$28.2K	0.29%	88
2025 Q4	$466K	Sell	7,747 -4,634	-37%	-$280K	0.22%	130
2025 Q3	$784K	Sell	12,381 -5,970	-33%	-$350K	0.34%	63
2025 Q2	$1.15M	Buy	+18,351	New	+$1.08M	0.64%	35
2025 Q1	–	Sell	-2,350	Closed	-$127K	–	1523
2024 Q4	$127K	Buy	+2,350	New	+$127K	0.12%	207

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

R Squared's WMB Position: Q2 2026 in Review

R Squared sold out of Williams Companies (WMB) in Q2 2026, closing a stake of 7,340 shares — an estimated $534K sold.

R Squared first reported a position in WMB in Q4 2024 and held it in 5 quarters. The position peaked at $1.15M in Q2 2025. 1,829 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

R Squared reported no remaining Williams Companies position as of Q2 2026 after selling out during the quarter.
R Squared sold 7,340 Williams Companies shares in Q2 2026, an estimated $534K.
R Squared first reported a position in Williams Companies in Q4 2024 and held it in 5 quarters.
R Squared's Williams Companies position peaked at $1.15M in Q2 2025.
1,829 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.