West Family Investments’s Williams Companies WMB Stock Holding History

West Family Investments’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	$249K	Sell	3,422 -6,438	-65%	-$446K	0.09%	207
2025 Q4	$593K	Hold	9,860	–	–	0.14%	142
2025 Q3	$625K	Buy	9,860 +132	+1%	+$7.75K	0.14%	133
2025 Q2	$611K	Buy	9,728 +5,830	+150%	+$344K	0.16%	131
2025 Q1	$233K	Sell	3,898 -5,096	-57%	-$292K	0.09%	216
2024 Q4	$487K	Sell	8,994 -132	-1%	-$7.11K	0.17%	126
2024 Q3	$417K	Buy	9,126 +678	+8%	+$29.8K	0.14%	153
2024 Q2	$359K	Hold	8,448	–	–	0.11%	149
2024 Q1	$329K	Buy	8,448 +139	+2%	+$4.94K	0.1%	162
2023 Q4	$289K	Hold	8,309	–	–	0.1%	158
2023 Q3	$280K	Hold	8,309	–	–	0.1%	172
2023 Q2	$271K	Sell	8,309 -178	-2%	-$5.34K	0.11%	178
2023 Q1	$253K	Buy	8,487 +1,110	+15%	+$34.3K	0.1%	152
2022 Q4	$243K	Buy	+7,377	New	+$240K	0.08%	190
2022 Q3	–	Sell	-7,607	Closed	-$237K	–	267
2022 Q2	$237K	Buy	7,607 +570	+8%	+$19.7K	0.09%	193
2022 Q1	$235K	Buy	+7,037	New	+$215K	0.07%	234
2021 Q4	–	Sell	-8,182	Closed	-$212K	–	375
2021 Q3	$212K	Buy	+8,182	New	+$206K	0.06%	299

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

West Family Investments's WMB Position: Q1 2026 in Review

West Family Investments reduced its Williams Companies (WMB) stake by 65% in Q1 2026, selling an estimated $446K and leaving 3,422 shares worth $249K. The position accounts for 0.09% of the portfolio, ranked #207.

West Family Investments first reported a position in WMB in Q3 2021 and has held it in 17 quarters since. The position peaked at $625K in Q3 2025. 1,808 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

West Family Investments held 3,422 shares of Williams Companies worth $249K as of Q1 2026.
West Family Investments sold 6,438 Williams Companies shares in Q1 2026, an estimated $446K.
Williams Companies made up 0.09% of West Family Investments's portfolio in Q1 2026, its #207 holding.
West Family Investments first reported a position in Williams Companies in Q3 2021 and has held it in 17 quarters since.
West Family Investments's Williams Companies position peaked at $625K in Q3 2025.
1,808 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.