Sittner & Nelson’s Williams Companies WMB Stock Holding History

Sittner & Nelson’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	$18.9K	Hold	259	–	–	0.01%	389
2025 Q4	$17.3K	Hold	259	–	–	0.01%	359
2025 Q3	$16.4K	Hold	259	–	–	0.01%	339
2025 Q2	$16.3K	Hold	259	–	–	0.01%	339
2025 Q1	$15.5K	Hold	259	–	–	0.01%	333
2024 Q4	$14K	Buy	259 +59	+30%	+$3.18K	0.01%	325
2024 Q3	$9.13K	Sell	200 -499	-71%	-$21.9K	﹤0.01%	351
2024 Q2	$29.7K	Hold	699	–	–	0.01%	250
2024 Q1	$27.2K	Hold	699	–	–	0.01%	254
2023 Q4	$24.3K	Buy	699 +499	+250%	+$17.5K	0.01%	266
2023 Q3	$6.74K	Hold	200	–	–	﹤0.01%	364
2023 Q2	$6.53K	Sell	200 -5,048	-96%	-$152K	﹤0.01%	379
2023 Q1	$157K	Hold	5,248	–	–	0.09%	133
2022 Q4	$173K	Hold	5,248	–	–	0.11%	121
2022 Q3	$150K	Buy	5,248 +1,051	+25%	+$34.2K	0.1%	122
2022 Q2	$131K	Buy	4,197 +949	+29%	+$32.8K	0.09%	127
2022 Q1	$109K	Hold	3,248	–	–	0.06%	142
2021 Q4	$85K	Buy	3,248 +48	+2%	+$1.33K	0.05%	158
2021 Q3	$83K	Buy	3,200 +3,000	+1,500%	+$75.5K	0.05%	149
2021 Q2	$5K	Hold	200	–	–	﹤0.01%	338
2021 Q1	$5K	Hold	200	–	–	﹤0.01%	339
2020 Q4	$4K	Buy	+200	New	+$4.05K	﹤0.01%	347

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

Sittner & Nelson's WMB Position: Q1 2026 in Review

Sittner & Nelson held its Williams Companies (WMB) position steady in Q1 2026 at 259 shares worth $18.9K. The position accounts for 0.01% of the portfolio, ranked #389.

Sittner & Nelson first reported a position in WMB in Q4 2020 and has held it in 22 quarters since. The position peaked at $173K in Q4 2022. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Sittner & Nelson held 259 shares of Williams Companies worth $18.9K as of Q1 2026.
Sittner & Nelson left its Williams Companies share count unchanged in Q1 2026.
Williams Companies made up 0.01% of Sittner & Nelson's portfolio in Q1 2026, its #389 holding.
Sittner & Nelson first reported a position in Williams Companies in Q4 2020 and has held it in 22 quarters since.
Sittner & Nelson's Williams Companies position peaked at $173K in Q4 2022.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.