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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Badgley Phelps Wealth Managers's WMB Position: Q2 2026 in Review

Badgley Phelps Wealth Managers increased its Williams Companies (WMB) stake by 23% in Q2 2026, buying an estimated $117K and bringing the position to 8,439 shares worth $627K. The position accounts for 0.01% of the portfolio, ranked #230.

Badgley Phelps Wealth Managers first reported a position in WMB in Q3 2024 and has held it in 8 quarters since. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Badgley Phelps Wealth Managers held 8,439 shares of Williams Companies worth $627K as of Q2 2026.
  • Badgley Phelps Wealth Managers bought 1,592 Williams Companies shares in Q2 2026, an estimated $117K.
  • Williams Companies made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #230 holding.
  • Badgley Phelps Wealth Managers first reported a position in Williams Companies in Q3 2024 and has held it in 8 quarters since.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.