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IEQ Capital’s Williams Companies WMB Stock Holding History

IEQ Capital’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 		$2.5M Sell
33,684
-89,022
-73% -$6.55M 0.01% 716
2026
Q1 		$8.93M Buy
122,706
+82,169
+203% +$5.69M 0.04% 380
2025
Q4 		$2.44M Sell
40,537
-177,052
-81% -$10.7M 0.01% 728
2025
Q3 		$13.8M Buy
217,589
+52,554
+32% +$3.08M 0.04% 259
2025
Q2 		$10.4M Buy
165,035
+101,574
+160% +$6M 0.06% 244
2025
Q1 		$3.79M Buy
63,461
+9,154
+17% +$524K 0.03% 408
2024
Q4 		$2.94M Buy
54,307
+10,511
+24% +$566K 0.03% 401
2024
Q3 		$2M Sell
43,796
-7,681
-15% -$338K 0.02% 376
2024
Q2 		$2.19M Buy
51,477
+5,499
+12% +$221K 0.03% 315
2024
Q1 		$1.79M Buy
45,978
+6,277
+16% +$223K 0.03% 342
2023
Q4 		$1.38M Buy
39,701
+5,536
+16% +$194K 0.02% 351
2023
Q3 		$1.15M Buy
34,165
+4,941
+17% +$169K 0.02% 369
2023
Q2 		$954K Sell
29,224
-137
-0.5% -$4.11K 0.02% 404
2023
Q1 		$877K Buy
29,361
+8,502
+41% +$263K 0.02% 421
2022
Q4 		$686K Sell
20,859
-7,132
-25% -$232K 0.02% 435
2022
Q3 		$801K Buy
27,991
+3,835
+16% +$125K 0.02% 416
2022
Q2 		$754K Sell
24,156
-597
-2% -$20.6K 0.02% 369
2022
Q1 		$827K Sell
24,753
-1,548
-6% -$47.3K 0.02% 374
2021
Q4 		$685K Sell
26,301
-3,832
-13% -$106K 0.02% 383
2021
Q3 		$782K Buy
30,133
+1,125
+4% +$28.3K 0.02% 330
2021
Q2 		$770K Buy
29,008
+10,536
+57% +$270K 0.02% 289
2021
Q1 		$438K Sell
18,472
-2,239
-11% -$50.9K 0.02% 293
2020
Q4 		$415K Buy
20,711
+1,339
+7% +$27.1K 0.02% 199
2020
Q3 		$381K Buy
19,372
+3,952
+26% +$80.5K 0.02% 267
2020
Q2 		$293K Sell
15,420
-1,273
-8% -$23.7K 0.02% 242
2020
Q1 		$237K Buy
16,693
+495
+3% +$9.59K 0.02% 315
2019
Q4 		$384K Buy
+16,198
New +$371K 0.03% 266

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

IEQ Capital's WMB Position: Q2 2026 in Review

IEQ Capital reduced its Williams Companies (WMB) stake by 73% in Q2 2026, selling an estimated $6.55M and leaving 33,684 shares worth $2.5M. The position accounts for 0.01% of the portfolio, ranked #716.

IEQ Capital first reported a position in WMB in Q4 2019 and has held it in 27 quarters since. The position peaked at $13.8M in Q3 2025. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • IEQ Capital held 33,684 shares of Williams Companies worth $2.5M as of Q2 2026.
  • IEQ Capital sold 89,022 Williams Companies shares in Q2 2026, an estimated $6.55M.
  • Williams Companies made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #716 holding.
  • IEQ Capital first reported a position in Williams Companies in Q4 2019 and has held it in 27 quarters since.
  • IEQ Capital's Williams Companies position peaked at $13.8M in Q3 2025.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.