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 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 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

Whalerock Point Partners's WMB Position: Q1 2026 in Review

Whalerock Point Partners increased its Williams Companies (WMB) stake by 149% in Q1 2026, buying an estimated $381K and bringing the position to 9,201 shares worth $670K. The position accounts for 0.13% of the portfolio, ranked #97.

Whalerock Point Partners first reported a position in WMB in Q4 2017 and has held it in 8 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Whalerock Point Partners held 9,201 shares of Williams Companies worth $670K as of Q1 2026.
Whalerock Point Partners bought 5,500 Williams Companies shares in Q1 2026, an estimated $381K.
Williams Companies made up 0.13% of Whalerock Point Partners's portfolio in Q1 2026, its #97 holding.
Whalerock Point Partners first reported a position in Williams Companies in Q4 2017 and has held it in 8 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Whalerock Point Partners's 13F filing for Q1 2026, filed 15 May 2026.