Bank Julius Baer & Co’s Williams Companies WMB Stock Holding History

Bank Julius Baer & Co’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	$401K	Hold	5,400	–	–	﹤0.01%	460
2026 Q1	$393K	Buy	+5,400	New	+$374K	﹤0.01%	450

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 $3.38T AUM 44.17% 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

Bank Julius Baer & Co's WMB Position: Q2 2026 in Review

Bank Julius Baer & Co held its Williams Companies (WMB) position steady in Q2 2026 at 5,400 shares worth $401K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Bank Julius Baer & Co first reported a position in WMB in Q1 2026 and has held it in 2 quarters since. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Bank Julius Baer & Co held 5,400 shares of Williams Companies worth $401K as of Q2 2026.
Bank Julius Baer & Co left its Williams Companies share count unchanged in Q2 2026.
Williams Companies made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #460 holding.
Bank Julius Baer & Co first reported a position in Williams Companies in Q1 2026 and has held it in 2 quarters since.
1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.