Birch Capital Management, LLC WMB — WILLIAMS COS INC COM

Ownership history in Birch Capital Management, LLC  ·  9 quarters on record

AI Ownership Summary

Birch Capital Management, LLC reported WILLIAMS COS INC COM (WMB) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.66% in 2026 Q1. The latest visible filing shows WMB at 0.66% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WMB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Birch Capital Management, LLC's position in WILLIAMS COS INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WMB was reported at 0.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.66% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WMB stock page Birch Capital Management, LLC fund profile Birch Capital Management, LLC full holdings
How Birch Capital Management, LLC held WMB — position size vs. price
% of Fund (quarterly)    WMB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 17,355 — 0% 0.66% $1.3M 2026-04-15 $70.76
2025 Q4 ADDED — — — 17,355 +2,109 +13.8% 0.52% $1.0M 2026-02-03 $68.01
2025 Q3 ADDED — — — 15,246 +3,226 +26.8% 0.49% $966K 2025-10-27 $56.79
2025 Q2 UNCHANGED — — — 12,020 — 0% 0.39% $755K 2025-07-24 $57.36
2025 Q1 ADDED — — — 12,020 +94 +0.8% 0.37% $718K 2025-04-16 $56.41
2024 Q4 UNCHANGED — — — 11,926 — 0% 0.32% $645K 2025-01-07 $53.31
2024 Q3 UNCHANGED — — — 11,926 — 0% 0.27% $544K 2024-10-15 $48.43
2024 Q2 ADDED — — — 11,926 +10,823 +981.2% 0.26% $507K 2024-07-08 $39.87
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WMB

As of 2026 Q1 — sorted by position size

WALNUT PRIVATE EQUITY PARTNERS, LLC 3Y 7Y 19.26% Heronetta Management, L.P. 3Y 7Y 16.7% R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 3Y 7Y 10.85% Robertson Opportunity Capital, LLC 3Y 7Y 10.21% KAYNE ANDERSON CAPITAL ADVISORS LP 3Y 7Y 9.35% Amplify Investments, LLC 8.89% TORTOISE CAPITAL ADVISORS, L.L.C. 3Y 7Y 8.72% SL ADVISORS, LLC 3Y 7Y 8.1% CHICKASAW CAPITAL MANAGEMENT LLC 3Y 7Y 7.73% Asset Management Advisors, LLC 3Y 7Y 7.64%

FAQ About Birch Capital Management, LLC and WMB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Birch Capital Management, LLC reported owning WMB?

Birch Capital Management, LLC reported WMB across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported WMB position in Birch Capital Management, LLC's portfolio?

The largest reported portfolio weight for WMB was 0.66% in 2026 Q1.

What is the latest reported WMB position on this page?

The most recent filing on this page is 2026 Q1, when Birch Capital Management, LLC reported 17,355 shares, equal to 0.66% of portfolio, with an estimated market value of $1.3M.

What does the chart on this WMB ownership page compare?

The chart compares Birch Capital Management, LLC's quarterly WMB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Birch Capital Management, LLC time their WMB position?

Based on 13F filing dates vs. subsequent WMB price moves, Birch Capital Management, LLC correctly timed 5 out of 5 reported position changes (100%). The annualised alpha on WMB relative to SPY over the holding period was +53.4%.

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