TOBAM’s Williams Companies WMB Stock Holding History

TOBAM’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	–	Sell	-1,610	Closed	-$117K	–	287
2026 Q1	$117K	Sell	1,610 -7,969	-83%	-$552K	0.03%	194
2025 Q4	$576K	Buy	9,579 +8,363	+688%	+$506K	0.14%	140
2025 Q3	$77K	Buy	1,216 +140	+13%	+$8.22K	0.03%	141
2025 Q2	$68K	Hold	1,076	–	–	0.03%	157
2025 Q1	$64K	Sell	1,076 -757	-41%	-$43.3K	0.03%	160
2024 Q4	$99K	Buy	+1,833	New	+$98.8K	0.03%	215
2023 Q1	–	Sell	-3,802	Closed	-$125K	–	426
2022 Q4	$125K	Sell	3,802 -2,540	-40%	-$82.7K	0.01%	254
2022 Q3	$182K	Buy	+6,342	New	+$207K	0.01%	223
2022 Q2	–	Sell	-6,265	Closed	-$209K	–	491
2022 Q1	$209K	Buy	6,265 +2,116	+51%	+$64.7K	0.01%	225
2021 Q4	$108K	Hold	4,149	–	–	﹤0.01%	258
2021 Q3	$108K	Hold	4,149	–	–	﹤0.01%	256
2021 Q2	$110K	Hold	4,149	–	–	﹤0.01%	249
2021 Q1	$98K	Hold	4,149	–	–	﹤0.01%	252
2020 Q4	$83K	Hold	4,149	–	–	﹤0.01%	261
2020 Q3	$82K	Buy	+4,149	New	+$84.5K	﹤0.01%	242
2016 Q4	–	Sell	-54,691	Closed	-$1.68M	–	138
2016 Q3	$1.68M	Buy	+54,691	New	+$1.45M	0.06%	102
2014 Q4	–	Sell	-229,630	Closed	-$12.7M	–	151
2014 Q3	$12.7M	Buy	+229,630	New	+$13.2M	0.36%	61

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TOBAM's WMB Position: Q2 2026 in Review

TOBAM sold out of Williams Companies (WMB) in Q2 2026, closing a stake of 1,610 shares — an estimated $117K sold.

TOBAM first reported a position in WMB in Q3 2014 and held it in 17 quarters. The position peaked at $12.7M in Q3 2014. 1,829 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

TOBAM reported no remaining Williams Companies position as of Q2 2026 after selling out during the quarter.
TOBAM sold 1,610 Williams Companies shares in Q2 2026, an estimated $117K.
TOBAM first reported a position in Williams Companies in Q3 2014 and held it in 17 quarters.
TOBAM's Williams Companies position peaked at $12.7M in Q3 2014.
1,829 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on TOBAM's 13F filing for Q2 2026, filed 31 Jul 2026.