Vontobel Holding
WMB icon

Vontobel Holding’s Williams Companies WMB Stock Holding History

Vontobel Holding’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 		$4.96M Buy
68,099
+29,491
+76% +$2.04M 0.02% 367
2025
Q4 		$2.32M Buy
38,608
+4,448
+13% +$269K 0.01% 541
2025
Q3 		$2.16M Sell
34,160
-10,080
-23% -$592K 0.01% 540
2025
Q2 		$2.78M Sell
44,240
-5,453
-11% -$322K 0.01% 467
2025
Q1 		$2.97M Sell
49,693
-6,102
-11% -$349K 0.01% 392
2024
Q4 		$3.02M Buy
55,795
+34,205
+158% +$1.84M 0.01% 389
2024
Q3 		$986K Buy
21,590
+347
+2% +$15.3K ﹤0.01% 600
2024
Q2 		$903K Sell
21,243
-2,864
-12% -$115K ﹤0.01% 588
2024
Q1 		$939K Buy
24,107
+851
+4% +$30.2K 0.01% 603
2023
Q4 		$810K Buy
23,256
+1,672
+8% +$58.7K 0.01% 655
2023
Q3 		$727K Sell
21,584
-3,880
-15% -$132K 0.01% 659
2023
Q2 		$831K Buy
25,464
+3,008
+13% +$90.3K 0.01% 647
2023
Q1 		$671K Buy
22,456
+885
+4% +$27.3K 0.01% 707
2022
Q4 		$706K Sell
21,571
-618
-3% -$20.1K 0.01% 665
2022
Q3 		$635K Sell
22,189
-83,221
-79% -$2.71M 0.01% 648
2022
Q2 		$3.32M Sell
105,410
-9,581
-8% -$331K 0.04% 301
2022
Q1 		$3.87M Sell
114,991
-13,544
-11% -$414K 0.03% 310
2021
Q4 		$3.33M Sell
128,535
-5,302
-4% -$147K 0.03% 341
2021
Q3 		$3.47M Buy
133,837
+118,249
+759% +$2.98M 0.03% 335
2021
Q2 		$408K Sell
15,588
-10,943
-41% -$280K ﹤0.01% 823
2021
Q1 		$628K Buy
26,531
+6,316
+31% +$143K ﹤0.01% 621
2020
Q4 		$455K Buy
+20,215
New +$410K ﹤0.01% 676

Other funds holding WMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vontobel Holding's WMB Position: Q1 2026 in Review

Vontobel Holding increased its Williams Companies (WMB) stake by 76% in Q1 2026, buying an estimated $2.04M and bringing the position to 68,099 shares worth $4.96M. The position accounts for 0.02% of the portfolio, ranked #367.

Vontobel Holding first reported a position in WMB in Q4 2020 and has held it in 22 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Vontobel Holding held 68,099 shares of Williams Companies worth $4.96M as of Q1 2026.
  • Vontobel Holding bought 29,491 Williams Companies shares in Q1 2026, an estimated $2.04M.
  • Williams Companies made up 0.02% of Vontobel Holding's portfolio in Q1 2026, its #367 holding.
  • Vontobel Holding first reported a position in Williams Companies in Q4 2020 and has held it in 22 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.