SHIM
WMB icon

Stone House Investment Management’s Williams Companies WMB Stock Holding History

Stone House 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 		$111K Buy
1,494
+1,075
+257% +$79.1K 0.01% 135
2026
Q1 		$30.5K Buy
419
+129
+44% +$8.93K 0.01% 231
2025
Q4 		$17.4K Buy
290
+29
+11% +$1.75K ﹤0.01% 262
2025
Q3 		$16.5K Buy
261
+8
+3% +$469 ﹤0.01% 237
2025
Q2 		$15.9K Buy
253
+126
+99% +$7.44K ﹤0.01% 224
2025
Q1 		$7.59K Buy
+127
New +$7.27K ﹤0.01% 277
2024
Q4 		– Sell
-77
Closed -$3.52K – 358
2024
Q3 		$3.52K Hold
77
– – ﹤0.01% 303
2024
Q2 		$3.27K Hold
77
– – ﹤0.01% 308
2024
Q1 		$3K Hold
77
– – ﹤0.01% 319
2023
Q4 		$2.68K Hold
77
– – ﹤0.01% 250
2023
Q3 		$2.59K Hold
77
– – ﹤0.01% 245
2023
Q2 		$2.51K Hold
77
– – ﹤0.01% 251
2023
Q1 		$2.3K Buy
+77
New +$2.38K ﹤0.01% 241

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 $3.38T AUM 44.17% 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

Stone House Investment Management's WMB Position: Q2 2026 in Review

Stone House Investment Management increased its Williams Companies (WMB) stake by 257% in Q2 2026, buying an estimated $79.1K and bringing the position to 1,494 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #135.

Stone House Investment Management first reported a position in WMB in Q1 2023 and has held it in 13 quarters since. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Stone House Investment Management held 1,494 shares of Williams Companies worth $111K as of Q2 2026.
  • Stone House Investment Management bought 1,075 Williams Companies shares in Q2 2026, an estimated $79.1K.
  • Williams Companies made up 0.01% of Stone House Investment Management's portfolio in Q2 2026, its #135 holding.
  • Stone House Investment Management first reported a position in Williams Companies in Q1 2023 and has held it in 13 quarters since.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.