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Sivia Capital Partners’s Williams Companies WMB Stock Holding History

Sivia Capital Partners’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 		– Sell
-6,746
Closed -$406K – 635
2025
Q4 		$406K Buy
6,746
+13
+0.2% +$786 0.08% 323
2025
Q3 		$427K Buy
6,733
+2,098
+45% +$123K 0.12% 217
2025
Q2 		$291K Buy
4,635
+242
+6% +$14.3K 0.1% 295
2025
Q1 		$263K Buy
4,393
+457
+12% +$26.2K 0.12% 189
2024
Q4 		$213K Buy
+3,936
New +$212K 0.11% 168

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sivia Capital Partners's WMB Position: Q1 2026 in Review

Sivia Capital Partners sold out of Williams Companies (WMB) in Q1 2026, closing a stake of 6,746 shares — an estimated $406K sold.

Sivia Capital Partners first reported a position in WMB in Q4 2024 and held it in 5 quarters. The position peaked at $427K in Q3 2025. 1,819 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Sivia Capital Partners reported no remaining Williams Companies position as of Q1 2026 after selling out during the quarter.
  • Sivia Capital Partners sold 6,746 Williams Companies shares in Q1 2026, an estimated $406K.
  • Sivia Capital Partners first reported a position in Williams Companies in Q4 2024 and held it in 5 quarters.
  • Sivia Capital Partners's Williams Companies position peaked at $427K in Q3 2025.
  • 1,819 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Sivia Capital Partners's 13F filing for Q1 2026, filed 13 May 2026.