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Whalerock Point Partners’s Williams Companies WMB Stock Holding History

Whalerock Point Partners’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 		$684K Hold
9,201
– – 0.12% 103
2026
Q1 		$670K Buy
9,201
+5,500
+149% +$381K 0.13% 97
2025
Q4 		$222K Hold
3,701
– – 0.04% 185
2025
Q3 		$234K Hold
3,701
– – 0.05% 164
2025
Q2 		$232K Hold
3,701
– – 0.05% 178
2025
Q1 		$221K Hold
3,701
– – 0.05% 173
2024
Q4 		$200K Buy
+3,701
New +$199K 0.05% 184
2018
Q2 		– Sell
-10,000
Closed -$249K – 178
2018
Q1 		$249K Hold
10,000
– – 0.08% 167
2017
Q4 		$305K Buy
+10,000
New +$291K 0.1% 147

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 $3.38T AUM 44.17% 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

Whalerock Point Partners's WMB Position: Q2 2026 in Review

Whalerock Point Partners held its Williams Companies (WMB) position steady in Q2 2026 at 9,201 shares worth $684K. The position accounts for 0.12% of the portfolio, ranked #103.

Whalerock Point Partners first reported a position in WMB in Q4 2017 and has held it in 9 quarters since. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Whalerock Point Partners held 9,201 shares of Williams Companies worth $684K as of Q2 2026.
  • Whalerock Point Partners left its Williams Companies share count unchanged in Q2 2026.
  • Williams Companies made up 0.12% of Whalerock Point Partners's portfolio in Q2 2026, its #103 holding.
  • Whalerock Point Partners first reported a position in Williams Companies in Q4 2017 and has held it in 9 quarters since.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Whalerock Point Partners's 13F filing for Q2 2026, filed 13 Aug 2026.