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Bailard’s Williams Companies WMB Stock Holding History

Bailard’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 		$510K Sell
6,865
-387
-5% -$28.5K 0.01% 511
2026
Q1 		$528K Sell
7,252
-1,309
-15% -$90.6K 0.01% 470
2025
Q4 		$515K Buy
8,561
+227
+3% +$13.7K 0.01% 465
2025
Q3 		$528K Buy
8,334
+96
+1% +$5.63K 0.01% 482
2025
Q2 		$517K Buy
8,238
+1,008
+14% +$59.5K 0.01% 485
2025
Q1 		$432K Buy
+7,230
New +$414K 0.01% 492

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

Bailard's WMB Position: Q2 2026 in Review

Bailard reduced its Williams Companies (WMB) stake by 5.3% in Q2 2026, selling an estimated $28.5K and leaving 6,865 shares worth $510K. The position accounts for 0.01% of the portfolio, ranked #511.

Bailard first reported a position in WMB in Q1 2025 and has held it in 6 quarters since. The position peaked at $528K in Q3 2025. 1,824 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Bailard held 6,865 shares of Williams Companies worth $510K as of Q2 2026.
  • Bailard sold 387 Williams Companies shares in Q2 2026, an estimated $28.5K.
  • Williams Companies made up 0.01% of Bailard's portfolio in Q2 2026, its #511 holding.
  • Bailard first reported a position in Williams Companies in Q1 2025 and has held it in 6 quarters since.
  • Bailard's Williams Companies position peaked at $528K in Q3 2025.
  • 1,824 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.