Wilkinson Global Asset Management’s Williams Companies WMB Stock Holding History

Wilkinson Global Asset 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	$301K	Hold	4,140	–	–	0.02%	52
2025 Q4	$249K	Hold	4,140	–	–	0.02%	57
2025 Q3	$262K	Sell	4,140 -1,210	-23%	-$71K	0.02%	60
2025 Q2	$336K	Hold	5,350	–	–	0.02%	56
2025 Q1	$320K	Hold	5,350	–	–	0.02%	63
2024 Q4	$290K	Sell	5,350 -1,650	-24%	-$88.9K	0.02%	71
2024 Q3	$320K	Hold	7,000	–	–	0.02%	69
2024 Q2	$298K	Sell	7,000 -650	-8%	-$26.1K	0.02%	70
2024 Q1	$298K	Hold	7,650	–	–	0.02%	75
2023 Q4	$266K	Hold	7,650	–	–	0.02%	77
2023 Q3	$258K	Hold	7,650	–	–	0.02%	81
2023 Q2	$250K	Hold	7,650	–	–	0.02%	83
2023 Q1	$228K	Hold	7,650	–	–	0.02%	87
2022 Q4	$252K	Hold	7,650	–	–	0.02%	79
2022 Q3	$219K	Hold	7,650	–	–	0.02%	87
2022 Q2	$239K	Sell	7,650 -350	-4%	-$12.1K	0.02%	76
2022 Q1	$267K	Hold	8,000	–	–	0.02%	80
2021 Q4	$208K	Sell	8,000 -1,000	-11%	-$27.6K	0.01%	90
2021 Q3	$233K	Hold	9,000	–	–	0.01%	88
2021 Q2	$239K	Sell	9,000 -1,000	-10%	-$25.6K	0.01%	84
2021 Q1	$237K	Buy	+10,000	New	+$227K	0.02%	82

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

Wilkinson Global Asset Management's WMB Position: Q1 2026 in Review

Wilkinson Global Asset Management held its Williams Companies (WMB) position steady in Q1 2026 at 4,140 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #52.

Wilkinson Global Asset Management first reported a position in WMB in Q1 2021 and has held it in 21 quarters since. The position peaked at $336K in Q2 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Wilkinson Global Asset Management held 4,140 shares of Williams Companies worth $301K as of Q1 2026.
Wilkinson Global Asset Management left its Williams Companies share count unchanged in Q1 2026.
Williams Companies made up 0.02% of Wilkinson Global Asset Management's portfolio in Q1 2026, its #52 holding.
Wilkinson Global Asset Management first reported a position in Williams Companies in Q1 2021 and has held it in 21 quarters since.
Wilkinson Global Asset Management's Williams Companies position peaked at $336K in Q2 2025.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Wilkinson Global Asset Management's 13F filing for Q1 2026, filed 13 May 2026.