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Golden State Equity Partners’s Williams Companies WMB Stock Holding History

Golden State Equity 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 		– Sell
-25,331
Closed -$1.84M – 1752
2026
Q1 		$1.84M Buy
25,331
+11,539
+84% +$799K 0.14% 171
2025
Q4 		$829K Buy
13,792
+1,078
+8% +$65.2K 0.13% 173
2025
Q3 		$805K Buy
12,714
+742
+6% +$43.5K 0.14% 180
2025
Q2 		$752K Sell
11,972
-763
-6% -$45K 0.14% 179
2025
Q1 		$761K Buy
12,735
+697
+6% +$39.9K 0.15% 171
2024
Q4 		$651K Sell
12,038
-4,124
-26% -$222K 0.12% 189
2024
Q3 		$738K Sell
16,162
-903
-5% -$39.7K 0.12% 199
2024
Q2 		$725K Buy
+17,065
New +$685K 0.15% 151
2023
Q4 		$584K Sell
16,754
-3,163
-16% -$111K 0.14% 164
2023
Q3 		$671K Buy
19,917
+1,335
+7% +$45.6K 0.19% 135
2023
Q2 		$606K Buy
18,582
+8,800
+90% +$264K 0.17% 147
2023
Q1 		$292K Buy
+9,782
New +$302K 0.16% 151
2022
Q1 		$237K Buy
+7,093
New +$217K 0.12% 168

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

Golden State Equity Partners's WMB Position: Q2 2026 in Review

Golden State Equity Partners sold out of Williams Companies (WMB) in Q2 2026, closing a stake of 25,331 shares — an estimated $1.84M sold.

Golden State Equity Partners first reported a position in WMB in Q1 2022 and held it in 13 quarters. The position peaked at $1.84M in Q1 2026. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Golden State Equity Partners reported no remaining Williams Companies position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 25,331 Williams Companies shares in Q2 2026, an estimated $1.84M.
  • Golden State Equity Partners first reported a position in Williams Companies in Q1 2022 and held it in 13 quarters.
  • Golden State Equity Partners's Williams Companies position peaked at $1.84M in Q1 2026.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.