Obermeyer Wealth Partners
WMB icon

Obermeyer Wealth Partners’s Williams Companies WMB Stock Holding History

Obermeyer Wealth 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 		$630K Buy
9,275
+86
+0.9% +$6.26K 0.03% 157
2026
Q2 		$683K Buy
9,189
+914
+11% +$67.3K 0.03% 150
2026
Q1 		$602K Hold
8,275
– – 0.03% 156
2025
Q4 		$497K Hold
8,275
– – 0.02% 172
2025
Q3 		$524K Sell
8,275
-108
-1% -$6.34K 0.02% 162
2025
Q2 		$527K Sell
8,383
-3
-0% -$177 0.03% 155
2025
Q1 		$501K Buy
8,386
+4,534
+118% +$260K 0.03% 150
2024
Q4 		$208K Buy
+3,852
New +$208K 0.01% 248
2024
Q2 		– Sell
-7,029
Closed -$274K – 266
2024
Q1 		$274K Sell
7,029
-551,478
-99% -$19.6M 0.02% 202
2023
Q4 		$19.5M Sell
558,507
-528,746
-49% -$18.6M 1.33% 27
2023
Q3 		$36.6M Sell
1,087,253
-37,876
-3% -$1.29M 2.72% 15
2023
Q2 		$36.7M Sell
1,125,129
-98,153
-8% -$2.95M 2.64% 16
2023
Q1 		$36.6M Sell
1,223,282
-54,504
-4% -$1.68M 2.73% 13
2022
Q4 		$42M Sell
1,277,786
-55,793
-4% -$1.82M 3.18% 9
2022
Q3 		$38.2M Sell
1,333,579
-25,158
-2% -$820K 3.09% 10
2022
Q2 		$42.4M Buy
1,358,737
+1,352,683
+22,344% +$46.7M 3.11% 11
2022
Q1 		$202K Buy
+6,054
New +$185K 0.01% 228
2013
Q3 		– Sell
-250
Closed -$8K – 282
2013
Q2 		$8K Buy
+250
New +$9K ﹤0.01% 292

Other funds holding WMB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Obermeyer Wealth Partners's WMB Position: Q3 2026 in Review

Obermeyer Wealth Partners increased its Williams Companies (WMB) stake by 0.94% in Q3 2026, buying an estimated $6.26K and bringing the position to 9,275 shares worth $630K. The position accounts for 0.03% of the portfolio, ranked #157.

Obermeyer Wealth Partners first reported a position in WMB in Q2 2013 and has held it in 18 quarters since. The position peaked at $42.4M in Q2 2022. 1,145 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Obermeyer Wealth Partners held 9,275 shares of Williams Companies worth $630K as of Q3 2026.
  • Obermeyer Wealth Partners bought 86 Williams Companies shares in Q3 2026, an estimated $6.26K.
  • Williams Companies made up 0.03% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #157 holding.
  • Obermeyer Wealth Partners first reported a position in Williams Companies in Q2 2013 and has held it in 18 quarters since.
  • Obermeyer Wealth Partners's Williams Companies position peaked at $42.4M in Q2 2022.
  • 1,145 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.