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HUB Investment Partners’s Williams Companies WMB Stock Holding History

HUB Investment 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 		$12.2M Buy
164,718
+19,412
+13% +$1.43M 0.22% 83
2026
Q1 		$10.6M Buy
145,306
+13,940
+11% +$965K 0.25% 81
2025
Q4 		$7.9M Buy
131,366
+7,972
+6% +$482K 0.2% 95
2025
Q3 		$7.82M Sell
123,394
-90,721
-42% -$5.32M 0.26% 92
2025
Q2 		$13.4M Buy
214,115
+92,572
+76% +$5.47M 0.45% 53
2025
Q1 		$7.26M Buy
121,543
+2,757
+2% +$158K 0.29% 86
2024
Q4 		$6.43M Sell
118,786
-6,425
-5% -$346K 0.27% 95
2024
Q3 		$5.72M Buy
125,211
+527
+0.4% +$23.2K 0.25% 103
2024
Q2 		$5.3M Buy
124,684
+394
+0.3% +$15.8K 0.2% 105
2024
Q1 		$4.84M Sell
124,290
-67
-0.1% -$2.38K 0.26% 101
2023
Q4 		$4.33M Buy
+124,357
New +$4.36M 0.3% 96

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 $3.38T AUM 44.17% 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

HUB Investment Partners's WMB Position: Q2 2026 in Review

HUB Investment Partners increased its Williams Companies (WMB) stake by 13% in Q2 2026, buying an estimated $1.43M and bringing the position to 164,718 shares worth $12.2M. The position accounts for 0.22% of the portfolio, ranked #83.

HUB Investment Partners first reported a position in WMB in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.4M in Q2 2025. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • HUB Investment Partners held 164,718 shares of Williams Companies worth $12.2M as of Q2 2026.
  • HUB Investment Partners bought 19,412 Williams Companies shares in Q2 2026, an estimated $1.43M.
  • Williams Companies made up 0.22% of HUB Investment Partners's portfolio in Q2 2026, its #83 holding.
  • HUB Investment Partners first reported a position in Williams Companies in Q4 2023 and has held it in 11 quarters since.
  • HUB Investment Partners's Williams Companies position peaked at $13.4M in Q2 2025.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.