ZIM
WMB icon

Zacks Investment Management’s Williams Companies WMB Stock Holding History

Zacks 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 		$823K Sell
11,302
-15,533
-58% -$1.08M 0.01% 434
2025
Q4 		$1.61M Sell
26,835
-99,544
-79% -$6.02M 0.01% 376
2025
Q3 		$8.01M Buy
126,379
+3,665
+3% +$215K 0.06% 184
2025
Q2 		$7.71M Sell
122,714
-8,940
-7% -$528K 0.07% 189
2025
Q1 		$7.87M Sell
131,654
-767
-0.6% -$43.9K 0.07% 186
2024
Q4 		$7.17M Buy
132,421
+3,365
+3% +$181K 0.07% 190
2024
Q3 		$5.89M Buy
129,056
+951
+0.7% +$41.8K 0.05% 195
2024
Q2 		$5.44M Buy
128,105
+5,672
+5% +$228K 0.06% 183
2024
Q1 		$4.77M Buy
122,433
+13,070
+12% +$464K 0.05% 211
2023
Q4 		$3.81M Sell
109,363
-1,779
-2% -$62.4K 0.05% 209
2023
Q3 		$3.74M Sell
111,142
-5,518
-5% -$188K 0.05% 205
2023
Q2 		$3.81M Sell
116,660
-4,517
-4% -$136K 0.05% 203
2023
Q1 		$3.62M Buy
121,177
+4,203
+4% +$130K 0.05% 218
2022
Q4 		$3.85M Buy
+116,974
New +$3.81M 0.05% 214
2019
Q4 		– Sell
-47,459
Closed -$1.14M – 596
2019
Q3 		$1.14M Buy
47,459
+2,424
+5% +$61.1K 0.02% 356
2019
Q2 		$1.26M Buy
45,035
+2,888
+7% +$80.3K 0.03% 361
2019
Q1 		$1.21M Buy
+42,147
New +$1.13M 0.03% 363
2018
Q1 		– Sell
-751,134
Closed -$22.9M – 627
2017
Q4 		$22.9M Sell
751,134
-17,679
-2% -$514K 0.5% 60
2017
Q3 		$23.1M Buy
768,813
+12,253
+2% +$373K 0.54% 56
2017
Q2 		$22.9M Buy
+756,560
New +$22.5M 0.57% 53
2017
Q1 		– Sell
-13,982
Closed -$435K – 739
2016
Q4 		$435K Buy
+13,982
New +$421K 0.01% 463

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

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

Zacks Investment Management reduced its Williams Companies (WMB) stake by 58% in Q1 2026, selling an estimated $1.08M and leaving 11,302 shares worth $823K. The position accounts for 0.01% of the portfolio, ranked #434.

Zacks Investment Management first reported a position in WMB in Q4 2016 and has held it in 21 quarters since. The position peaked at $23.1M in Q3 2017. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Zacks Investment Management held 11,302 shares of Williams Companies worth $823K as of Q1 2026.
  • Zacks Investment Management sold 15,533 Williams Companies shares in Q1 2026, an estimated $1.08M.
  • Williams Companies made up 0.01% of Zacks Investment Management's portfolio in Q1 2026, its #434 holding.
  • Zacks Investment Management first reported a position in Williams Companies in Q4 2016 and has held it in 21 quarters since.
  • Zacks Investment Management's Williams Companies position peaked at $23.1M in Q3 2017.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.