PP
WMB icon

Pacifica Partners’s Williams Companies WMB Stock Holding History

Pacifica 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 		$821K Hold
11,230
– – 0.25% 63
2026
Q1 		$817K Sell
11,230
-170
-1% -$11.8K 0.27% 66
2025
Q4 		$694K Sell
11,400
-430
-4% -$26K 0.31% 53
2025
Q3 		$753K Buy
11,830
+127
+1% +$7.45K 0.27% 65
2025
Q2 		$733K Sell
11,703
-10
-0.1% -$590 0.3% 57
2025
Q1 		$691K Buy
11,713
+43
+0.4% +$2.46K 0.32% 57
2024
Q4 		$652K Sell
11,670
-306
-3% -$16.5K 0.28% 58
2024
Q3 		$547K Sell
11,976
-6
-0.1% -$264 0.23% 65
2024
Q2 		$513K Sell
11,982
-50
-0.4% -$2.01K 0.22% 65
2024
Q1 		$459K Buy
12,032
+5
+0% +$178 0.2% 71
2023
Q4 		$436K Hold
12,027
– – 0.21% 67
2023
Q3 		$401K Buy
12,027
+5
+0% +$171 0.22% 63
2023
Q2 		$390K Buy
12,022
+5
+0% +$150 0.22% 65
2023
Q1 		$355K Sell
12,017
-169
-1% -$5.22K 0.21% 69
2022
Q4 		$408K Buy
12,186
+11
+0.1% +$358 0.28% 57
2022
Q3 		$392K Hold
12,175
– – 0.28% 61
2022
Q2 		$393K Buy
12,175
+9
+0.1% +$311 0.27% 60
2022
Q1 		$397K Hold
12,166
– – 0.26% 60
2021
Q4 		$342K Buy
12,166
+11
+0.1% +$304 0.22% 66
2021
Q3 		$308K Hold
12,155
– – 0.22% 69
2021
Q2 		$324K Sell
12,155
-34
-0.3% -$871 0.25% 67
2021
Q1 		$288K Buy
12,189
+12
+0.1% +$273 0.24% 67
2020
Q4 		$253K Buy
12,177
+580
+5% +$11.8K 0.24% 64
2020
Q3 		$228K Sell
11,597
-204
-2% -$4.15K 0.25% 65
2020
Q2 		$224K Sell
11,801
-1,201
-9% -$22.3K 0.25% 66
2020
Q1 		$197K Sell
13,002
-3,506
-21% -$67.9K 0.24% 63
2019
Q4 		$392K Buy
+16,508
New +$378K 0.38% 59

Other funds holding WMB

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Pacifica Partners's WMB Position: Q2 2026 in Review

Pacifica Partners held its Williams Companies (WMB) position steady in Q2 2026 at 11,230 shares worth $821K. The position accounts for 0.25% of the portfolio, ranked #63.

Pacifica Partners first reported a position in WMB in Q4 2019 and has held it in 27 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Pacifica Partners held 11,230 shares of Williams Companies worth $821K as of Q2 2026.
  • Pacifica Partners left its Williams Companies share count unchanged in Q2 2026.
  • Williams Companies made up 0.25% of Pacifica Partners's portfolio in Q2 2026, its #63 holding.
  • Pacifica Partners first reported a position in Williams Companies in Q4 2019 and has held it in 27 quarters since.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Pacifica Partners's 13F filing for Q2 2026, filed 13 Jul 2026.