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Rothschild Investment LLC’s Williams Companies WMB Stock Holding History

Rothschild Investment LLC’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 		$1.38M Sell
18,902
-1,010
-5% -$69.9K 0.07% 214
2025
Q4 		$1.2M Buy
19,912
+8,903
+81% +$538K 0.07% 222
2025
Q3 		$697K Buy
11,009
+1,956
+22% +$115K 0.04% 288
2025
Q2 		$569K Buy
9,053
+142
+2% +$8.38K 0.04% 314
2025
Q1 		$533K Buy
8,911
+202
+2% +$11.6K 0.04% 327
2024
Q4 		$471K Buy
8,709
+87
+1% +$4.69K 0.03% 354
2024
Q3 		$394K Buy
8,622
+72
+0.8% +$3.17K 0.03% 390
2024
Q2 		$363K Buy
8,550
+377
+5% +$15.1K 0.03% 396
2024
Q1 		$319K Sell
8,173
-105
-1% -$3.73K 0.02% 397
2023
Q4 		$288K Buy
8,278
+155
+2% +$5.44K 0.02% 362
2023
Q3 		$274K Sell
8,123
-64
-0.8% -$2.18K 0.02% 396
2023
Q2 		$267K Sell
8,187
-1,481
-15% -$44.4K 0.02% 417
2023
Q1 		$289K Buy
9,668
+1,050
+12% +$32.4K 0.03% 383
2022
Q4 		$284K Buy
+8,618
New +$281K 0.03% 381
2021
Q4 		– Sell
-12,980
Closed -$337K – 511
2021
Q3 		$337K Buy
12,980
+565
+5% +$14.2K 0.03% 371
2021
Q2 		$330K Hold
12,415
– – 0.03% 386
2021
Q1 		$294K Hold
12,415
– – 0.03% 387
2020
Q4 		$249K Sell
12,415
-4,950
-29% -$100K 0.02% 388
2020
Q3 		$341K Hold
17,365
– – 0.04% 317
2020
Q2 		$330K Buy
17,365
+1,500
+9% +$27.9K 0.04% 305
2020
Q1 		$224K Buy
15,865
+500
+3% +$9.68K 0.03% 354
2019
Q4 		$364K Hold
15,365
– – 0.04% 331
2019
Q3 		$370K Hold
15,365
– – 0.04% 289
2019
Q2 		$431K Hold
15,365
– – 0.05% 270
2019
Q1 		$441K Hold
15,365
– – 0.05% 266
2018
Q4 		$339K Buy
15,365
+870
+6% +$21.8K 0.05% 271
2018
Q3 		$394K Sell
14,495
-660
-4% -$19.1K 0.05% 266
2018
Q2 		$411K Buy
15,155
+4,480
+42% +$118K 0.05% 256
2018
Q1 		$265K Sell
10,675
-7,614
-42% -$225K 0.03% 320
2017
Q4 		$558K Buy
+18,289
New +$532K 0.06% 266
2017
Q1 		– Sell
-7,614
Closed -$237K – 499
2016
Q4 		$237K Hold
7,614
– – 0.03% 383
2016
Q3 		$234K Buy
+7,614
New +$202K 0.03% 395
2016
Q1 		– Sell
-19,914
Closed -$512K – 502
2015
Q4 		$512K Sell
19,914
-175
-0.9% -$6.12K 0.07% 265
2015
Q3 		$740K Sell
20,089
-450
-2% -$22.4K 0.1% 219
2015
Q2 		$1.18M Hold
20,539
– – 0.14% 176
2015
Q1 		$1.04M Hold
20,539
– – 0.12% 185
2014
Q4 		$923K Sell
20,539
-2,000
-9% -$102K 0.11% 193
2014
Q3 		$1.25M Hold
22,539
– – 0.15% 152
2014
Q2 		$1.31M Sell
22,539
-4,675
-17% -$217K 0.17% 137
2014
Q1 		$1.1M Sell
27,214
-425
-2% -$17.2K 0.15% 142
2013
Q4 		$1.07M Hold
27,639
– – 0.15% 143
2013
Q3 		$1M Sell
27,639
-200
-0.7% -$7.01K 0.15% 140
2013
Q2 		$904K Buy
+27,839
New +$1M 0.15% 143

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

Rothschild Investment LLC's WMB Position: Q1 2026 in Review

Rothschild Investment LLC reduced its Williams Companies (WMB) stake by 5.1% in Q1 2026, selling an estimated $69.9K and leaving 18,902 shares worth $1.38M. The position accounts for 0.07% of the portfolio, ranked #214.

Rothschild Investment LLC first reported a position in WMB in Q2 2013 and has held it in 43 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Rothschild Investment LLC held 18,902 shares of Williams Companies worth $1.38M as of Q1 2026.
  • Rothschild Investment LLC sold 1,010 Williams Companies shares in Q1 2026, an estimated $69.9K.
  • Williams Companies made up 0.07% of Rothschild Investment LLC's portfolio in Q1 2026, its #214 holding.
  • Rothschild Investment LLC first reported a position in Williams Companies in Q2 2013 and has held it in 43 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.