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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Obermeyer Wealth Partners's WMB Position: Q2 2026 in Review

Obermeyer Wealth Partners increased its Williams Companies (WMB) stake by 11% in Q2 2026, buying an estimated $67.3K and bringing the position to 9,189 shares worth $683K. The position accounts for 0.03% of the portfolio, ranked #150.

Obermeyer Wealth Partners first reported a position in WMB in Q2 2013 and has held it in 17 quarters since. The position peaked at $42.4M in Q2 2022. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Obermeyer Wealth Partners held 9,189 shares of Williams Companies worth $683K as of Q2 2026.
Obermeyer Wealth Partners bought 914 Williams Companies shares in Q2 2026, an estimated $67.3K.
Williams Companies made up 0.03% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #150 holding.
Obermeyer Wealth Partners first reported a position in Williams Companies in Q2 2013 and has held it in 17 quarters since.
Obermeyer Wealth Partners's Williams Companies position peaked at $42.4M in Q2 2022.
1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.