Balboa Wealth Partners
WMB icon

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
Q3 		$413K Buy
6,081
+2
+0% +$145 0.06% 263
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Balboa Wealth Partners's WMB Position: Q3 2026 in Review

Balboa Wealth Partners increased its Williams Companies (WMB) stake by 0.03% in Q3 2026, buying an estimated $145 and bringing the position to 6,081 shares worth $413K. The position accounts for 0.06% of the portfolio, ranked #263.

Balboa Wealth Partners first reported a position in WMB in Q2 2024 and has held it in 10 quarters since. The position peaked at $552K in Q4 2024. 1,145 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Balboa Wealth Partners held 6,081 shares of Williams Companies worth $413K as of Q3 2026.
  • Balboa Wealth Partners bought 2 Williams Companies shares in Q3 2026, an estimated $145.
  • Williams Companies made up 0.06% of Balboa Wealth Partners's portfolio in Q3 2026, its #263 holding.
  • Balboa Wealth Partners first reported a position in Williams Companies in Q2 2024 and has held it in 10 quarters since.
  • Balboa Wealth Partners's Williams Companies position peaked at $552K in Q4 2024.
  • 1,145 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.