BPWM
WMB icon

Badgley Phelps Wealth Managers’s Williams Companies WMB Stock Holding History

Badgley Phelps Wealth Managers’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 		$498K Sell
6,847
-1,323
-16% -$91.6K 0.01% 245
2025
Q4 		$491K Buy
8,170
+550
+7% +$33.3K 0.01% 240
2025
Q3 		$483K Hold
7,620
– – 0.01% 227
2025
Q2 		$479K Buy
7,620
+691
+10% +$40.8K 0.01% 217
2025
Q1 		$414K Sell
6,929
-988
-12% -$56.6K 0.01% 226
2024
Q4 		$428K Hold
7,917
– – 0.01% 224
2024
Q3 		$361K Buy
+7,917
New +$348K 0.01% 232

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

Badgley Phelps Wealth Managers's WMB Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its Williams Companies (WMB) stake by 16% in Q1 2026, selling an estimated $91.6K and leaving 6,847 shares worth $498K. The position accounts for 0.01% of the portfolio, ranked #245.

Badgley Phelps Wealth Managers first reported a position in WMB in Q3 2024 and has held it in 7 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Badgley Phelps Wealth Managers held 6,847 shares of Williams Companies worth $498K as of Q1 2026.
  • Badgley Phelps Wealth Managers sold 1,323 Williams Companies shares in Q1 2026, an estimated $91.6K.
  • Williams Companies made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #245 holding.
  • Badgley Phelps Wealth Managers first reported a position in Williams Companies in Q3 2024 and has held it in 7 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.