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Bedell Frazier Investment Counselling’s Williams Companies WMB Stock Holding History

Bedell Frazier Investment Counselling’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 		$967K Buy
13,286
+197
+2% +$13.6K 0.2% 72
2025
Q4 		$787K Sell
13,089
-228
-2% -$13.8K 0.15% 79
2025
Q3 		$844K Buy
13,317
+229
+2% +$13.4K 0.17% 78
2025
Q2 		$822K Buy
+13,088
New +$773K 0.21% 67

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $1.37T 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

Bedell Frazier Investment Counselling's WMB Position: Q1 2026 in Review

Bedell Frazier Investment Counselling increased its Williams Companies (WMB) stake by 1.5% in Q1 2026, buying an estimated $13.6K and bringing the position to 13,286 shares worth $967K. The position accounts for 0.2% of the portfolio, ranked #72.

Bedell Frazier Investment Counselling first reported a position in WMB in Q2 2025 and has held it in 4 quarters since. 1,814 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Bedell Frazier Investment Counselling held 13,286 shares of Williams Companies worth $967K as of Q1 2026.
  • Bedell Frazier Investment Counselling bought 197 Williams Companies shares in Q1 2026, an estimated $13.6K.
  • Williams Companies made up 0.2% of Bedell Frazier Investment Counselling's portfolio in Q1 2026, its #72 holding.
  • Bedell Frazier Investment Counselling first reported a position in Williams Companies in Q2 2025 and has held it in 4 quarters since.
  • 1,814 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.