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 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 $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

R Squared's WMB Position: Q1 2026 in Review

R Squared reduced its Williams Companies (WMB) stake by 5.3% in Q1 2026, selling an estimated $28.2K and leaving 7,340 shares worth $534K. The position accounts for 0.29% of the portfolio, ranked #88.

R Squared first reported a position in WMB in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.15M in Q2 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

R Squared held 7,340 shares of Williams Companies worth $534K as of Q1 2026.
R Squared sold 407 Williams Companies shares in Q1 2026, an estimated $28.2K.
Williams Companies made up 0.29% of R Squared's portfolio in Q1 2026, its #88 holding.
R Squared first reported a position in Williams Companies in Q4 2024 and has held it in 5 quarters since.
R Squared's Williams Companies position peaked at $1.15M in Q2 2025.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.