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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
Q2 		$130K Buy
1,751
+201
+13% +$14.8K 0.02% 487
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Rossby Financial's WMB Position: Q2 2026 in Review

Rossby Financial increased its Williams Companies (WMB) stake by 13% in Q2 2026, buying an estimated $14.8K and bringing the position to 1,751 shares worth $130K. The position accounts for 0.02% of the portfolio, ranked #487.

Rossby Financial first reported a position in WMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $231K in Q4 2024. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Rossby Financial held 1,751 shares of Williams Companies worth $130K as of Q2 2026.
  • Rossby Financial bought 201 Williams Companies shares in Q2 2026, an estimated $14.8K.
  • Williams Companies made up 0.02% of Rossby Financial's portfolio in Q2 2026, its #487 holding.
  • Rossby Financial first reported a position in Williams Companies in Q4 2024 and has held it in 7 quarters since.
  • Rossby Financial's Williams Companies position peaked at $231K in Q4 2024.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.