Westfield Capital Management
WMB icon

Westfield Capital Management’s Williams Companies WMB Stock Holding History

Westfield Capital 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
Q2 		$13.4M Sell
180,918
-526
-0.3% -$38.7K 0.04% 213
2026
Q1 		$13.2M Sell
181,444
-49,733
-22% -$3.44M 0.06% 180
2025
Q4 		$13.9M Buy
231,177
+30,112
+15% +$1.82M 0.06% 181
2025
Q3 		$12.7M Buy
201,065
+23,747
+13% +$1.39M 0.05% 185
2025
Q2 		$11.1M Buy
177,318
+254
+0.1% +$15K 0.05% 187
2025
Q1 		$10.6M Sell
177,064
-8,318
-4% -$476K 0.05% 184
2024
Q4 		$10M Sell
185,382
-6,405
-3% -$345K 0.04% 189
2024
Q3 		$8.76M Buy
191,787
+3,254
+2% +$143K 0.04% 201
2024
Q2 		$8.01M Buy
188,533
+165,203
+708% +$6.63M 0.04% 202
2024
Q1 		$909K Hold
23,330
– – ﹤0.01% 234
2023
Q4 		$813K Hold
23,330
– – ﹤0.01% 229
2023
Q3 		$786K Hold
23,330
– – 0.01% 219
2023
Q2 		$761K Hold
23,330
– – ﹤0.01% 214
2023
Q1 		$697K Hold
23,330
– – ﹤0.01% 213
2022
Q4 		$768K Hold
23,330
– – 0.01% 207
2022
Q3 		$668K Hold
23,330
– – 0.01% 217
2022
Q2 		$728K Hold
23,330
– – 0.01% 220
2022
Q1 		$779K Hold
23,330
– – 0.01% 219
2021
Q4 		$608K Hold
23,330
– – ﹤0.01% 235
2021
Q3 		$605K Hold
23,330
– – ﹤0.01% 226
2021
Q2 		$619K Hold
23,330
– – ﹤0.01% 229
2021
Q1 		$553K Buy
+23,330
New +$530K ﹤0.01% 235

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Westfield Capital Management's WMB Position: Q2 2026 in Review

Westfield Capital Management reduced its Williams Companies (WMB) stake by 0.29% in Q2 2026, selling an estimated $38.7K and leaving 180,918 shares worth $13.4M. The position accounts for 0.04% of the portfolio, ranked #213.

Westfield Capital Management first reported a position in WMB in Q1 2021 and has held it in 22 quarters since. The position peaked at $13.9M in Q4 2025. 1,820 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Westfield Capital Management held 180,918 shares of Williams Companies worth $13.4M as of Q2 2026.
  • Westfield Capital Management sold 526 Williams Companies shares in Q2 2026, an estimated $38.7K.
  • Williams Companies made up 0.04% of Westfield Capital Management's portfolio in Q2 2026, its #213 holding.
  • Westfield Capital Management first reported a position in Williams Companies in Q1 2021 and has held it in 22 quarters since.
  • Westfield Capital Management's Williams Companies position peaked at $13.9M in Q4 2025.
  • 1,820 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Westfield Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.