V-Square Quantitative Management’s Williams Companies WMB Stock Holding History

V-Square Quantitative Management’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	$1.67M	Sell	23,001 -224	-1%	-$15.5K	0.18%	97
2025 Q4	$1.4M	Buy	23,225 +17	+0.1%	+$1.03K	0.15%	115
2025 Q3	$1.47M	Buy	23,208 +1,641	+8%	+$96.3K	0.25%	78
2025 Q2	$1.35M	Sell	21,567 -2,081	-9%	-$123K	0.18%	113
2025 Q1	$1.41M	Buy	23,648 +488	+2%	+$27.9K	0.21%	98
2024 Q4	$1.25M	Buy	23,160 +331	+1%	+$17.8K	0.18%	111
2024 Q3	$1.04M	Buy	22,829 +1,729	+8%	+$76K	0.15%	128
2024 Q2	$897K	Sell	21,100 -686	-3%	-$27.5K	0.15%	130
2024 Q1	$849K	Hold	21,786	–	–	0.12%	146
2023 Q4	$759K	Buy	21,786 +5,433	+33%	+$191K	0.13%	126
2023 Q3	$551K	Buy	16,353 +6,943	+74%	+$237K	0.24%	75
2023 Q2	$307K	Buy	9,410 +2,091	+29%	+$62.8K	0.22%	90
2023 Q1	$219K	Buy	+7,319	New	+$226K	0.2%	124

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

V-Square Quantitative Management's WMB Position: Q1 2026 in Review

V-Square Quantitative Management reduced its Williams Companies (WMB) stake by 0.96% in Q1 2026, selling an estimated $15.5K and leaving 23,001 shares worth $1.67M. The position accounts for 0.18% of the portfolio, ranked #97.

V-Square Quantitative Management first reported a position in WMB in Q1 2023 and has held it in 13 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

V-Square Quantitative Management held 23,001 shares of Williams Companies worth $1.67M as of Q1 2026.
V-Square Quantitative Management sold 224 Williams Companies shares in Q1 2026, an estimated $15.5K.
Williams Companies made up 0.18% of V-Square Quantitative Management's portfolio in Q1 2026, its #97 holding.
V-Square Quantitative Management first reported a position in Williams Companies in Q1 2023 and has held it in 13 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on V-Square Quantitative Management's 13F filing for Q1 2026, filed 27 Apr 2026.