Smith Group Asset Management’s Williams Companies WMB Stock Holding History

Smith Group Asset 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 Q1	$1.09M	Hold	15,000	–	–	0.06%	87
2025 Q4	$902K	Hold	15,000	–	–	0.05%	102
2025 Q3	$950K	Hold	15,000	–	–	0.05%	96
2025 Q2	$942K	Hold	15,000	–	–	0.06%	94
2025 Q1	$896K	Hold	15,000	–	–	0.07%	89
2024 Q4	$812K	Buy	+15,000	New	+$808K	0.06%	100
2015 Q4	–	Sell	-115,000	Closed	-$4.24M	–	513
2015 Q3	$4.24M	Sell	115,000 -9,900	-8%	-$493K	0.16%	97
2015 Q2	$7.17M	Buy	+124,900	New	+$6.44M	0.24%	93

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

Smith Group Asset Management's WMB Position: Q1 2026 in Review

Smith Group Asset Management held its Williams Companies (WMB) position steady in Q1 2026 at 15,000 shares worth $1.09M. The position accounts for 0.06% of the portfolio, ranked #87.

Smith Group Asset Management first reported a position in WMB in Q2 2015 and has held it in 8 quarters since. The position peaked at $7.17M in Q2 2015. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Smith Group Asset Management held 15,000 shares of Williams Companies worth $1.09M as of Q1 2026.
Smith Group Asset Management left its Williams Companies share count unchanged in Q1 2026.
Williams Companies made up 0.06% of Smith Group Asset Management's portfolio in Q1 2026, its #87 holding.
Smith Group Asset Management first reported a position in Williams Companies in Q2 2015 and has held it in 8 quarters since.
Smith Group Asset Management's Williams Companies position peaked at $7.17M in Q2 2015.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Smith Group Asset Management's 13F filing for Q1 2026, filed 18 May 2026.