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Bearing Point Capital’s Williams Companies WMB Stock Holding History

Bearing Point Capital’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 		$222K Hold
2,986
– – 0.03% 191
2026
Q1 		$217K Buy
+2,986
New +$207K 0.03% 162
2025
Q4 		– Sell
-3,986
Closed -$253K – 194
2025
Q3 		$253K Hold
3,986
– – 0.04% 153
2025
Q2 		$250K Buy
3,986
+186
+5% +$11K 0.05% 150
2025
Q1 		$227K Hold
3,800
– – 0.05% 154
2024
Q4 		$206K Buy
+3,800
New +$205K 0.04% 160

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

Bearing Point Capital's WMB Position: Q2 2026 in Review

Bearing Point Capital held its Williams Companies (WMB) position steady in Q2 2026 at 2,986 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #191.

Bearing Point Capital first reported a position in WMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $253K in Q3 2025. 1,826 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Bearing Point Capital held 2,986 shares of Williams Companies worth $222K as of Q2 2026.
  • Bearing Point Capital left its Williams Companies share count unchanged in Q2 2026.
  • Williams Companies made up 0.03% of Bearing Point Capital's portfolio in Q2 2026, its #191 holding.
  • Bearing Point Capital first reported a position in Williams Companies in Q4 2024 and has held it in 6 quarters since.
  • Bearing Point Capital's Williams Companies position peaked at $253K in Q3 2025.
  • 1,826 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Bearing Point Capital's 13F filing for Q2 2026, filed 11 Aug 2026.