RR Advisors’s Williams Companies WMB Stock Holding History

RR Advisors’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	$27.3M	Sell	375,077 -103,803	-22%	-$7.19M	7.57%	4
2025 Q4	$28.8M	Sell	478,880 -48,120	-9%	-$2.91M	9%	2
2025 Q3	$33.4M	Sell	527,000 -29,000	-5%	-$1.7M	7.91%	4
2025 Q2	$34.9M	Sell	556,000 -16,000	-3%	-$945K	8.4%	4
2025 Q1	$34.2M	Buy	572,000 +264,000	+86%	+$15.1M	8.16%	5
2024 Q4	$16.7M	Sell	308,000 -12,000	-4%	-$647K	4.28%	10
2024 Q3	$14.6M	Sell	320,000 -25,000	-7%	-$1.1M	4.03%	10
2024 Q2	$14.7M	Sell	345,000 -35,000	-9%	-$1.4M	3.93%	8
2024 Q1	$14.8M	Buy	+380,000	New	+$13.5M	3.93%	11
2021 Q3	–	Sell	-390,000	Closed	-$10.4M	–	23
2021 Q2	$10.4M	Sell	390,000 -123,000	-24%	-$3.15M	1.93%	9
2021 Q1	$12.2M	Buy	513,000 +192,000	+60%	+$4.36M	3%	9
2020 Q4	$6.44M	Sell	321,000 -355,000	-53%	-$7.2M	1.87%	10
2020 Q3	$13.3M	Sell	676,000 -192,000	-22%	-$3.91M	5.04%	10
2020 Q2	$16.5M	Buy	+868,000	New	+$16.2M	5.11%	7

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 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 $1.56T AUM 27.86% 1-Year Est. Return

RR Advisors's WMB Position: Q1 2026 in Review

RR Advisors reduced its Williams Companies (WMB) stake by 22% in Q1 2026, selling an estimated $7.19M and leaving 375,077 shares worth $27.3M. The position accounts for 7.57% of the portfolio, ranked #4.

RR Advisors first reported a position in WMB in Q2 2020 and has held it in 14 quarters since. The position peaked at $34.9M in Q2 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

RR Advisors held 375,077 shares of Williams Companies worth $27.3M as of Q1 2026.
RR Advisors sold 103,803 Williams Companies shares in Q1 2026, an estimated $7.19M.
Williams Companies made up 7.57% of RR Advisors's portfolio in Q1 2026, its #4 holding.
RR Advisors first reported a position in Williams Companies in Q2 2020 and has held it in 14 quarters since.
RR Advisors's Williams Companies position peaked at $34.9M in Q2 2025.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on RR Advisors's 13F filing for Q1 2026, filed 13 May 2026.