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 Q2	$452K	Buy	6,079 +17	+0.3%	+$1.25K	0.06%	258
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Balboa Wealth Partners's WMB Position: Q2 2026 in Review

Balboa Wealth Partners increased its Williams Companies (WMB) stake by 0.28% in Q2 2026, buying an estimated $1.25K and bringing the position to 6,079 shares worth $452K. The position accounts for 0.06% of the portfolio, ranked #258.

Balboa Wealth Partners first reported a position in WMB in Q2 2024 and has held it in 9 quarters since. The position peaked at $552K in Q4 2024. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Balboa Wealth Partners held 6,079 shares of Williams Companies worth $452K as of Q2 2026.
Balboa Wealth Partners bought 17 Williams Companies shares in Q2 2026, an estimated $1.25K.
Williams Companies made up 0.06% of Balboa Wealth Partners's portfolio in Q2 2026, its #258 holding.
Balboa Wealth Partners first reported a position in Williams Companies in Q2 2024 and has held it in 9 quarters since.
Balboa Wealth Partners's Williams Companies position peaked at $552K in Q4 2024.
1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.