Robertson Opportunity Capital’s Williams Companies WMB Stock Holding History

Robertson Opportunity Capital’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	$26.5M	Sell	364,782 -68,500	-16%	-$4.74M	10.21%	1
2025 Q4	$26M	Hold	433,282	–	–	9.45%	2
2025 Q3	$27.4M	Sell	433,282 -1,600	-0.4%	-$93.9K	9.43%	2
2025 Q2	$27.3M	Hold	434,882	–	–	10.13%	2
2025 Q1	$26M	Hold	434,882	–	–	9.89%	2
2024 Q4	$23.5M	Hold	434,882	–	–	8.64%	2
2024 Q3	$19.9M	Hold	434,882	–	–	7.67%	3
2024 Q2	$18.5M	Hold	434,882	–	–	8.2%	5
2024 Q1	$16.9M	Sell	434,882 -101,027	-19%	-$3.59M	7.63%	5
2023 Q4	$18.7M	Hold	535,909	–	–	8.18%	4
2023 Q3	$18.1M	Hold	535,909	–	–	8.52%	3
2023 Q2	$17.5M	Hold	535,909	–	–	8.45%	4
2023 Q1	$16M	Sell	535,909 -10,500	-2%	-$324K	8.38%	3
2022 Q4	$18M	Hold	546,409	–	–	10.5%	1
2022 Q3	$15.6M	Hold	546,409	–	–	9.63%	1
2022 Q2	$17.1M	Hold	546,409	–	–	10.36%	1
2022 Q1	$18.3M	Hold	546,409	–	–	8.93%	1
2021 Q4	$14.2M	Hold	546,409	–	–	6.51%	3
2021 Q3	$14.2M	Buy	546,409 +67,500	+14%	+$1.7M	6.58%	2
2021 Q2	$12.7M	Buy	478,909 +25,900	+6%	+$663K	5.82%	4
2021 Q1	$10.7M	Hold	453,009	–	–	4.56%	7
2020 Q4	$9.08M	Sell	453,009 -19,400	-4%	-$393K	3.66%	11
2020 Q3	$9.28M	Hold	472,409	–	–	4.29%	6
2020 Q2	$8.98M	Buy	472,409 +290	+0.1%	+$5.4K	4.74%	7
2020 Q1	$6.68M	Buy	472,119 +24,000	+5%	+$465K	4.76%	9
2019 Q4	$10.6M	Buy	448,119 +79,792	+22%	+$1.83M	5.45%	6
2019 Q3	$8.86M	Buy	368,327 +10,500	+3%	+$265K	4.91%	8
2019 Q2	$10M	Hold	357,827	–	–	5.6%	5
2019 Q1	$10.3M	Hold	357,827	–	–	6.3%	4
2018 Q4	$7.89M	Buy	357,827 +37,147	+12%	+$929K	5.63%	5
2018 Q3	$8.72M	Buy	320,680 +30,000	+10%	+$870K	5.11%	6
2018 Q2	$7.88M	Buy	290,680 +26,000	+10%	+$686K	4.76%	7
2018 Q1	$6.58M	Buy	264,680 +30,000	+13%	+$885K	4.55%	10
2017 Q4	$7.16M	Hold	234,680	–	–	4.2%	9
2017 Q3	$7.04M	Hold	234,680	–	–	4.05%	9
2017 Q2	$7.11M	Sell	234,680 -80,000	-25%	-$2.38M	4.52%	8
2017 Q1	$9.31M	Buy	314,680 +40,980	+15%	+$1.18M	6.03%	4
2016 Q4	$8.52M	Hold	273,700	–	–	5.63%	4
2016 Q3	$8.41M	Hold	273,700	–	–	6.17%	5
2016 Q2	$5.92M	Buy	+273,700	New	+$5.5M	4.75%	7

Other funds holding WMB

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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 $1.81T AUM 41.13% 1-Year Est. Return

Robertson Opportunity Capital's WMB Position: Q1 2026 in Review

Robertson Opportunity Capital reduced its Williams Companies (WMB) stake by 16% in Q1 2026, selling an estimated $4.74M and leaving 364,782 shares worth $26.5M. The position accounts for 10.21% of the portfolio, ranked #1.

Robertson Opportunity Capital first reported a position in WMB in Q2 2016 and has held it in 40 quarters since. The position peaked at $27.4M in Q3 2025. 1,816 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Robertson Opportunity Capital held 364,782 shares of Williams Companies worth $26.5M as of Q1 2026.
Robertson Opportunity Capital sold 68,500 Williams Companies shares in Q1 2026, an estimated $4.74M.
Williams Companies made up 10.21% of Robertson Opportunity Capital's portfolio in Q1 2026, its #1 holding.
Robertson Opportunity Capital first reported a position in Williams Companies in Q2 2016 and has held it in 40 quarters since.
Robertson Opportunity Capital's Williams Companies position peaked at $27.4M in Q3 2025.
1,816 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Robertson Opportunity Capital's 13F filing for Q1 2026, filed 12 May 2026.