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Balboa Wealth Partners’s Williams Companies WMB Stock Holding History

Balboa Wealth Partners’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 		$441K Buy
6,062
+115
+2% +$7.96K 0.07% 221
2025
Q4 		$357K Buy
5,947
+204
+4% +$12.3K 0.06% 247
2025
Q3 		$364K Buy
5,743
+134
+2% +$7.86K 0.06% 234
2025
Q2 		$352K Buy
5,609
+107
+2% +$6.32K 0.07% 217
2025
Q1 		$329K Sell
5,502
-4,706
-46% -$269K 0.08% 180
2024
Q4 		$552K Buy
10,208
+4,076
+66% +$220K 0.13% 133
2024
Q3 		$280K Buy
6,132
+43
+0.7% +$1.89K 0.07% 196
2024
Q2 		$259K Buy
+6,089
New +$244K 0.07% 215

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

Balboa Wealth Partners's WMB Position: Q1 2026 in Review

Balboa Wealth Partners increased its Williams Companies (WMB) stake by 1.9% in Q1 2026, buying an estimated $7.96K and bringing the position to 6,062 shares worth $441K. The position accounts for 0.07% of the portfolio, ranked #221.

Balboa Wealth Partners first reported a position in WMB in Q2 2024 and has held it in 8 quarters since. The position peaked at $552K in Q4 2024. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Balboa Wealth Partners held 6,062 shares of Williams Companies worth $441K as of Q1 2026.
  • Balboa Wealth Partners bought 115 Williams Companies shares in Q1 2026, an estimated $7.96K.
  • Williams Companies made up 0.07% of Balboa Wealth Partners's portfolio in Q1 2026, its #221 holding.
  • Balboa Wealth Partners first reported a position in Williams Companies in Q2 2024 and has held it in 8 quarters since.
  • Balboa Wealth Partners's Williams Companies position peaked at $552K in Q4 2024.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.