Tradewinds LLC’s Williams Companies WMB Stock Holding History

Tradewinds LLC’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	–	Sell	-5,536	Closed	-$333K	–	226
2025 Q4	$333K	Hold	5,536	–	–	0.08%	148
2025 Q3	$351K	Buy	+5,536	New	+$325K	0.09%	141
2025 Q2	–	Sell	-5,536	Closed	-$331K	–	265
2025 Q1	$331K	Hold	5,536	–	–	0.09%	147
2024 Q4	$306K	Buy	+5,536	New	+$298K	0.08%	157
2024 Q3	–	Sell	-5,536	Closed	-$235K	–	214
2024 Q2	$235K	Buy	+5,536	New	+$222K	0.07%	179

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

Tradewinds LLC's WMB Position: Q1 2026 in Review

Tradewinds LLC sold out of Williams Companies (WMB) in Q1 2026, closing a stake of 5,536 shares — an estimated $333K sold.

Tradewinds LLC first reported a position in WMB in Q2 2024 and held it in 5 quarters. The position peaked at $351K in Q3 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Tradewinds LLC reported no remaining Williams Companies position as of Q1 2026 after selling out during the quarter.
Tradewinds LLC sold 5,536 Williams Companies shares in Q1 2026, an estimated $333K.
Tradewinds LLC first reported a position in Williams Companies in Q2 2024 and held it in 5 quarters.
Tradewinds LLC's Williams Companies position peaked at $351K in Q3 2025.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Tradewinds LLC's 13F filing for Q1 2026, filed 4 May 2026.