Westside Investment Management’s Williams Companies WMB Stock Holding History

Westside Investment 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	$13.3K	Hold	183	–	–	﹤0.01%	1034
2025 Q4	$11K	Hold	183	–	–	﹤0.01%	1048
2025 Q3	$11.6K	Hold	183	–	–	﹤0.01%	1051
2025 Q2	$11.5K	Hold	183	–	–	﹤0.01%	892
2025 Q1	$10.9K	Hold	183	–	–	﹤0.01%	669
2024 Q4	$9.9K	Hold	183	–	–	﹤0.01%	686
2024 Q3	$8.35K	Hold	183	–	–	﹤0.01%	711
2024 Q2	$7.78K	Hold	183	–	–	﹤0.01%	696
2024 Q1	$7.13K	Hold	183	–	–	﹤0.01%	680
2023 Q4	$6.37K	Hold	183	–	–	﹤0.01%	667
2023 Q3	$6.17K	Hold	183	–	–	﹤0.01%	662
2023 Q2	$5.97K	Hold	183	–	–	﹤0.01%	672
2023 Q1	$5.46K	Hold	183	–	–	﹤0.01%	684
2022 Q4	$6	Hold	183	–	–	﹤0.01%	689
2022 Q3	$5	Hold	183	–	–	﹤0.01%	691
2022 Q2	$5	Sell	183 -227	-55%	-$7.84K	﹤0.01%	696
2022 Q1	$13	Hold	410	–	–	﹤0.01%	587
2021 Q4	$10	Hold	410	–	–	﹤0.01%	598
2021 Q3	$10	Hold	410	–	–	﹤0.01%	587
2021 Q2	$10	Hold	410	–	–	﹤0.01%	579
2021 Q1	$9	Hold	410	–	–	﹤0.01%	576
2020 Q4	$8	Buy	410 +227	+124%	+$4.6K	﹤0.01%	519
2020 Q3	$3	Sell	183 -158	-46%	-$3.22K	﹤0.01%	602
2020 Q2	$6	Hold	341	–	–	﹤0.01%	529
2020 Q1	$4	Buy	+341	New	+$6.6K	﹤0.01%	563
2019 Q2	$9	Buy	+341	New	+$9.48K	﹤0.01%	492
2018 Q4	$7.52K	Hold	341	–	–	﹤0.01%	516
2018 Q3	$9.43K	Buy	341 +158	+86%	+$4.58K	﹤0.01%	505
2018 Q2	$4.89K	Hold	183	–	–	﹤0.01%	683
2018 Q1	$4.49K	Hold	183	–	–	﹤0.01%	679
2017 Q4	$5.96K	Hold	183	–	–	﹤0.01%	660
2017 Q3	$5.5K	Hold	183	–	–	﹤0.01%	660
2017 Q2	$5.57K	Buy	+183	New	+$5.45K	﹤0.01%	646

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

Westside Investment Management's WMB Position: Q1 2026 in Review

Westside Investment Management held its Williams Companies (WMB) position steady in Q1 2026 at 183 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

Westside Investment Management first reported a position in WMB in Q2 2017 and has held it in 33 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Westside Investment Management held 183 shares of Williams Companies worth $13.3K as of Q1 2026.
Westside Investment Management left its Williams Companies share count unchanged in Q1 2026.
Williams Companies made up ﹤0.01% of Westside Investment Management's portfolio in Q1 2026, its #1034 holding.
Westside Investment Management first reported a position in Williams Companies in Q2 2017 and has held it in 33 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.