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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
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 Buy
12,038
+9,171
+320% +$494K 0.12% 189
2024
Q3 		$131K Sell
2,867
-14,198
-83% -$624K 0.07% 244
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Golden State Equity Partners's WMB Position: Q1 2026 in Review

Golden State Equity Partners increased its Williams Companies (WMB) stake by 84% in Q1 2026, buying an estimated $799K and bringing the position to 25,331 shares worth $1.84M. The position accounts for 0.14% of the portfolio, ranked #171.

Golden State Equity Partners first reported a position in WMB in Q1 2022 and has held it in 13 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Golden State Equity Partners held 25,331 shares of Williams Companies worth $1.84M as of Q1 2026.
  • Golden State Equity Partners bought 11,539 Williams Companies shares in Q1 2026, an estimated $799K.
  • Williams Companies made up 0.14% of Golden State Equity Partners's portfolio in Q1 2026, its #171 holding.
  • Golden State Equity Partners first reported a position in Williams Companies in Q1 2022 and has held it in 13 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.