SC
WMB icon

Swan Capital’s Williams Companies WMB Stock Holding History

Swan Capital’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 		$12.4K Sell
167
-14
-8% -$1.03K ﹤0.01% 181
2026
Q1 		$13.2K Buy
181
+16
+10% +$1.11K ﹤0.01% 167
2025
Q4 		$9.89K Buy
165
+2
+1% +$121 ﹤0.01% 173
2025
Q3 		$10.3K Buy
+163
New +$9.57K ﹤0.01% 161

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
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

Swan Capital's WMB Position: Q2 2026 in Review

Swan Capital reduced its Williams Companies (WMB) stake by 7.7% in Q2 2026, selling an estimated $1.03K and leaving 167 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #181.

Swan Capital first reported a position in WMB in Q3 2025 and has held it in 4 quarters since. The position peaked at $13.2K in Q1 2026. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Swan Capital held 167 shares of Williams Companies worth $12.4K as of Q2 2026.
  • Swan Capital sold 14 Williams Companies shares in Q2 2026, an estimated $1.03K.
  • Williams Companies made up ﹤0.01% of Swan Capital's portfolio in Q2 2026, its #181 holding.
  • Swan Capital first reported a position in Williams Companies in Q3 2025 and has held it in 4 quarters since.
  • Swan Capital's Williams Companies position peaked at $13.2K in Q1 2026.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.