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Roundview Capital’s Williams Companies WMB Stock Holding History

Roundview 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 		$290K Hold
3,979
– – 0.02% 304
2025
Q4 		$239K Hold
3,979
– – 0.01% 309
2025
Q3 		$252K Hold
3,979
– – 0.02% 307
2025
Q2 		$250K Buy
+3,979
New +$235K 0.02% 300

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

Roundview Capital's WMB Position: Q1 2026 in Review

Roundview Capital held its Williams Companies (WMB) position steady in Q1 2026 at 3,979 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #304.

Roundview Capital first reported a position in WMB in Q2 2025 and has held it in 4 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Roundview Capital held 3,979 shares of Williams Companies worth $290K as of Q1 2026.
  • Roundview Capital left its Williams Companies share count unchanged in Q1 2026.
  • Williams Companies made up 0.02% of Roundview Capital's portfolio in Q1 2026, its #304 holding.
  • Roundview Capital first reported a position in Williams Companies in Q2 2025 and has held it in 4 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.