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Rossby Financial’s Williams Companies WMB Stock Holding History

Rossby Financial’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 		$111K Buy
1,550
+292
+23% +$20.2K 0.02% 516
2025
Q4 		$75.6K Buy
1,258
+40
+3% +$2.42K 0.02% 463
2025
Q3 		$77.6K Buy
1,218
+202
+20% +$11.9K 0.03% 444
2025
Q2 		$63.8K Sell
1,016
-1,590
-61% -$93.9K 0.02% 447
2025
Q1 		$154K Sell
2,606
-1,661
-39% -$95.1K 0.06% 275
2024
Q4 		$231K Buy
+4,267
New +$230K 0.14% 164

Other funds holding WMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rossby Financial's WMB Position: Q1 2026 in Review

Rossby Financial increased its Williams Companies (WMB) stake by 23% in Q1 2026, buying an estimated $20.2K and bringing the position to 1,550 shares worth $111K. The position accounts for 0.02% of the portfolio, ranked #516.

Rossby Financial first reported a position in WMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $231K in Q4 2024. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Rossby Financial held 1,550 shares of Williams Companies worth $111K as of Q1 2026.
  • Rossby Financial bought 292 Williams Companies shares in Q1 2026, an estimated $20.2K.
  • Williams Companies made up 0.02% of Rossby Financial's portfolio in Q1 2026, its #516 holding.
  • Rossby Financial first reported a position in Williams Companies in Q4 2024 and has held it in 6 quarters since.
  • Rossby Financial's Williams Companies position peaked at $231K in Q4 2024.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.