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Thoroughbred Financial Services’s Williams Companies WMB Stock Holding History

Thoroughbred Financial Services’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 		$423K Buy
5,698
+18
+0.3% +$1.32K 0.02% 465
2026
Q1 		$413K Buy
5,680
+365
+7% +$25.3K 0.02% 433
2025
Q4 		$319K Buy
5,315
+21
+0.4% +$1.27K 0.02% 469
2025
Q3 		$335K Sell
5,294
-684
-11% -$40.1K 0.02% 453
2025
Q2 		$375K Sell
5,978
-11,924
-67% -$704K 0.03% 419
2025
Q1 		$1.07M Buy
17,902
+318
+2% +$18.2K 0.07% 278
2024
Q4 		$951K Sell
17,584
-978
-5% -$52.7K 0.06% 286
2024
Q3 		$847K Buy
18,562
+50
+0.3% +$2.2K 0.05% 310
2024
Q2 		$786K Buy
+18,512
New +$743K 0.05% 306
2024
Q1 		– Sell
-18,479
Closed -$643K – 615
2023
Q4 		$643K Sell
18,479
-942
-5% -$33.1K 0.05% 318
2023
Q3 		$654K Buy
+19,421
New +$663K 0.06% 287

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

Thoroughbred Financial Services's WMB Position: Q2 2026 in Review

Thoroughbred Financial Services increased its Williams Companies (WMB) stake by 0.32% in Q2 2026, buying an estimated $1.32K and bringing the position to 5,698 shares worth $423K. The position accounts for 0.02% of the portfolio, ranked #465.

Thoroughbred Financial Services first reported a position in WMB in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.07M in Q1 2025. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Thoroughbred Financial Services held 5,698 shares of Williams Companies worth $423K as of Q2 2026.
  • Thoroughbred Financial Services bought 18 Williams Companies shares in Q2 2026, an estimated $1.32K.
  • Williams Companies made up 0.02% of Thoroughbred Financial Services's portfolio in Q2 2026, its #465 holding.
  • Thoroughbred Financial Services first reported a position in Williams Companies in Q3 2023 and has held it in 11 quarters since.
  • Thoroughbred Financial Services's Williams Companies position peaked at $1.07M in Q1 2025.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.