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 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 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

Thoroughbred Financial Services's WMB Position: Q1 2026 in Review

Thoroughbred Financial Services increased its Williams Companies (WMB) stake by 6.9% in Q1 2026, buying an estimated $25.3K and bringing the position to 5,680 shares worth $413K. The position accounts for 0.02% of the portfolio, ranked #433.

Thoroughbred Financial Services first reported a position in WMB in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.07M in Q1 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Thoroughbred Financial Services held 5,680 shares of Williams Companies worth $413K as of Q1 2026.
Thoroughbred Financial Services bought 365 Williams Companies shares in Q1 2026, an estimated $25.3K.
Williams Companies made up 0.02% of Thoroughbred Financial Services's portfolio in Q1 2026, its #433 holding.
Thoroughbred Financial Services first reported a position in Williams Companies in Q3 2023 and has held it in 10 quarters since.
Thoroughbred Financial Services's Williams Companies position peaked at $1.07M in Q1 2025.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.