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Investment Research Partners’s Williams Companies WMB Stock Holding History

Investment Research 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 		$379K Sell
5,102
-163
-3% -$12K 0.13% 181
2026
Q1 		$383K Sell
5,265
-108
-2% -$7.48K 0.16% 147
2025
Q4 		$323K Sell
5,373
-14
-0.3% -$846 0.14% 168
2025
Q3 		$307K Buy
+5,387
New +$316K 0.14% 167

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Investment Research Partners reduced its Williams Companies (WMB) stake by 3.1% in Q2 2026, selling an estimated $12K and leaving 5,102 shares worth $379K. The position accounts for 0.13% of the portfolio, ranked #181.

Investment Research Partners first reported a position in WMB in Q3 2025 and has held it in 4 quarters since. The position peaked at $383K in Q1 2026. 1,373 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Investment Research Partners held 5,102 shares of Williams Companies worth $379K as of Q2 2026.
  • Investment Research Partners sold 163 Williams Companies shares in Q2 2026, an estimated $12K.
  • Williams Companies made up 0.13% of Investment Research Partners's portfolio in Q2 2026, its #181 holding.
  • Investment Research Partners first reported a position in Williams Companies in Q3 2025 and has held it in 4 quarters since.
  • Investment Research Partners's Williams Companies position peaked at $383K in Q1 2026.
  • 1,373 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.