Great Diamond Partners’s Williams Companies WMB Stock Holding History

Great Diamond 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 Q3	$2.47M	Buy	36,327 +276	+0.8%	+$20.1K	0.41%	72
2026 Q2	$2.68M	Buy	36,051 +349	+1%	+$25.7K	0.46%	68
2026 Q1	$2.6M	Buy	35,702 +832	+2%	+$57.6K	0.5%	61
2025 Q4	$2.1M	Buy	34,870 +150	+0.4%	+$9.07K	0.4%	77
2025 Q3	$2.2M	Buy	34,720 +1,888	+6%	+$111K	0.43%	71
2025 Q2	$2.06M	Buy	32,832 +16,730	+104%	+$988K	0.44%	68
2025 Q1	$962K	Buy	+16,102	New	+$922K	0.26%	87
2020 Q1	–	Sell	-1,508	Closed	-$35K	–	600
2019 Q4	$35K	Buy	+1,508	New	+$34.5K	0.01%	363

Other funds holding WMB

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Great Diamond Partners's WMB Position: Q3 2026 in Review

Great Diamond Partners increased its Williams Companies (WMB) stake by 0.77% in Q3 2026, buying an estimated $20.1K and bringing the position to 36,327 shares worth $2.47M. The position accounts for 0.41% of the portfolio, ranked #72.

Great Diamond Partners first reported a position in WMB in Q4 2019 and has held it in 8 quarters since. The position peaked at $2.68M in Q2 2026. 1,071 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Great Diamond Partners held 36,327 shares of Williams Companies worth $2.47M as of Q3 2026.
Great Diamond Partners bought 276 Williams Companies shares in Q3 2026, an estimated $20.1K.
Williams Companies made up 0.41% of Great Diamond Partners's portfolio in Q3 2026, its #72 holding.
Great Diamond Partners first reported a position in Williams Companies in Q4 2019 and has held it in 8 quarters since.
Great Diamond Partners's Williams Companies position peaked at $2.68M in Q2 2026.
1,071 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.