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 Q3	$565K	Sell	8,314 -125	-1%	-$9.09K	0.01%	239
2026 Q2	$627K	Buy	8,439 +1,592	+23%	+$117K	0.01%	230
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Badgley Phelps Wealth Managers's WMB Position: Q3 2026 in Review

Badgley Phelps Wealth Managers reduced its Williams Companies (WMB) stake by 1.5% in Q3 2026, selling an estimated $9.09K and leaving 8,314 shares worth $565K. The position accounts for 0.01% of the portfolio, ranked #239.

Badgley Phelps Wealth Managers first reported a position in WMB in Q3 2024 and has held it in 9 quarters since. The position peaked at $627K in Q2 2026. 973 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Badgley Phelps Wealth Managers held 8,314 shares of Williams Companies worth $565K as of Q3 2026.
Badgley Phelps Wealth Managers sold 125 Williams Companies shares in Q3 2026, an estimated $9.09K.
Williams Companies made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #239 holding.
Badgley Phelps Wealth Managers first reported a position in Williams Companies in Q3 2024 and has held it in 9 quarters since.
Badgley Phelps Wealth Managers's Williams Companies position peaked at $627K in Q2 2026.
973 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.