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 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 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

Stone House Investment Management's WMB Position: Q1 2026 in Review

Stone House Investment Management increased its Williams Companies (WMB) stake by 44% in Q1 2026, buying an estimated $8.93K and bringing the position to 419 shares worth $30.5K. The position accounts for 0.01% of the portfolio, ranked #231.

Stone House Investment Management first reported a position in WMB in Q1 2023 and has held it in 12 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Stone House Investment Management held 419 shares of Williams Companies worth $30.5K as of Q1 2026.
Stone House Investment Management bought 129 Williams Companies shares in Q1 2026, an estimated $8.93K.
Williams Companies made up 0.01% of Stone House Investment Management's portfolio in Q1 2026, its #231 holding.
Stone House Investment Management first reported a position in Williams Companies in Q1 2023 and has held it in 12 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.