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RW Investment Management’s Williams Companies WMB Stock Holding History

RW Investment Management’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 		$321K Sell
4,314
-124
-3% -$9.13K 0.03% 93
2026
Q1 		$323K Buy
+4,438
New +$307K 0.03% 86
2025
Q3 		$273K Hold
4,314
– – 0.03% 90
2025
Q2 		$271K Hold
4,314
– – 0.03% 92
2025
Q1 		$258K Hold
4,314
– – 0.03% 83
2024
Q4 		$233K Buy
+4,314
New +$232K 0.03% 89

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

RW Investment Management's WMB Position: Q2 2026 in Review

RW Investment Management reduced its Williams Companies (WMB) stake by 2.8% in Q2 2026, selling an estimated $9.13K and leaving 4,314 shares worth $321K. The position accounts for 0.03% of the portfolio, ranked #93.

RW Investment Management first reported a position in WMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $323K in Q1 2026. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • RW Investment Management held 4,314 shares of Williams Companies worth $321K as of Q2 2026.
  • RW Investment Management sold 124 Williams Companies shares in Q2 2026, an estimated $9.13K.
  • Williams Companies made up 0.03% of RW Investment Management's portfolio in Q2 2026, its #93 holding.
  • RW Investment Management first reported a position in Williams Companies in Q4 2024 and has held it in 6 quarters since.
  • RW Investment Management's Williams Companies position peaked at $323K in Q1 2026.
  • 1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on RW Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.