Onyx Bridge Wealth Group
WMB icon

Onyx Bridge Wealth Group’s Williams Companies WMB Stock Holding History

Onyx Bridge Wealth Group’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 		$284K Sell
4,185
-15
-0.4% -$1.09K 0.03% 328
2026
Q2 		$312K Buy
4,200
+668
+19% +$49.2K 0.03% 302
2026
Q1 		$257K Buy
3,532
+19
+0.5% +$1.32K 0.03% 310
2025
Q4 		$211K Sell
3,513
-47
-1% -$2.84K 0.02% 334
2025
Q3 		$226K Buy
3,560
+110
+3% +$6.46K 0.02% 320
2025
Q2 		$217K Sell
3,450
-186
-5% -$11K 0.03% 275
2025
Q1 		$217K Sell
3,636
-643
-15% -$36.8K 0.03% 256
2024
Q4 		$232K Sell
4,279
-722
-14% -$38.9K 0.03% 238
2024
Q3 		$228K Buy
5,001
+8
+0.2% +$352 0.03% 243
2024
Q2 		$212K Sell
4,993
-565
-10% -$22.7K 0.03% 243
2024
Q1 		$218K Sell
5,558
-642
-10% -$22.8K 0.04% 231
2023
Q4 		$216K Buy
+6,200
New +$218K 0.04% 224

Other funds holding WMB

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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

Onyx Bridge Wealth Group's WMB Position: Q3 2026 in Review

Onyx Bridge Wealth Group reduced its Williams Companies (WMB) stake by 0.36% in Q3 2026, selling an estimated $1.09K and leaving 4,185 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #328.

Onyx Bridge Wealth Group first reported a position in WMB in Q4 2023 and has held it in 12 quarters since. The position peaked at $312K in Q2 2026. 1,331 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Onyx Bridge Wealth Group held 4,185 shares of Williams Companies worth $284K as of Q3 2026.
  • Onyx Bridge Wealth Group sold 15 Williams Companies shares in Q3 2026, an estimated $1.09K.
  • Williams Companies made up 0.03% of Onyx Bridge Wealth Group's portfolio in Q3 2026, its #328 holding.
  • Onyx Bridge Wealth Group first reported a position in Williams Companies in Q4 2023 and has held it in 12 quarters since.
  • Onyx Bridge Wealth Group's Williams Companies position peaked at $312K in Q2 2026.
  • 1,331 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2026, filed 16 Oct 2026.