WRM
WMB icon

Weybosset Research & Management’s Williams Companies WMB Stock Holding History

Weybosset Research & 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 		$14.5M Sell
199,736
-674
-0.3% -$46.7K 4.19% 10
2025
Q4 		$12M Sell
200,410
-1,335
-0.7% -$80.7K 3.72% 12
2025
Q3 		$12.8M Buy
201,745
+279
+0.1% +$16.4K 4.13% 11
2025
Q2 		$12.7M Sell
201,466
-2,056
-1% -$121K 4.35% 9
2025
Q1 		$12.2M Sell
203,522
-3,064
-1% -$175K 4.25% 8
2024
Q4 		$11.2M Sell
206,586
-633
-0.3% -$34.1K 3.8% 11
2024
Q3 		$9.46M Buy
207,219
+2,902
+1% +$128K 3.2% 17
2024
Q2 		$8.68M Buy
+204,317
New +$8.2M 3.25% 15
2021
Q4 		$220K Buy
+14,165
New +$391K 0.08% 49

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

Weybosset Research & Management's WMB Position: Q1 2026 in Review

Weybosset Research & Management reduced its Williams Companies (WMB) stake by 0.34% in Q1 2026, selling an estimated $46.7K and leaving 199,736 shares worth $14.5M. The position accounts for 4.19% of the portfolio, ranked #10.

Weybosset Research & Management first reported a position in WMB in Q4 2021 and has held it in 9 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Weybosset Research & Management held 199,736 shares of Williams Companies worth $14.5M as of Q1 2026.
  • Weybosset Research & Management sold 674 Williams Companies shares in Q1 2026, an estimated $46.7K.
  • Williams Companies made up 4.19% of Weybosset Research & Management's portfolio in Q1 2026, its #10 holding.
  • Weybosset Research & Management first reported a position in Williams Companies in Q4 2021 and has held it in 9 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Weybosset Research & Management's 13F filing for Q1 2026, filed 16 Apr 2026.