Pacifica Partners
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
Q3 		$780K Buy
11,266
+36
+0.3% +$2.62K 0.23% 66
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

Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Pacifica Partners's WMB Position: Q3 2026 in Review

Pacifica Partners increased its Williams Companies (WMB) stake by 0.32% in Q3 2026, buying an estimated $2.62K and bringing the position to 11,266 shares worth $780K. The position accounts for 0.23% of the portfolio, ranked #66.

Pacifica Partners first reported a position in WMB in Q4 2019 and has held it in 28 quarters since. The position peaked at $821K in Q2 2026. 469 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Pacifica Partners held 11,266 shares of Williams Companies worth $780K as of Q3 2026.
  • Pacifica Partners bought 36 Williams Companies shares in Q3 2026, an estimated $2.62K.
  • Williams Companies made up 0.23% of Pacifica Partners's portfolio in Q3 2026, its #66 holding.
  • Pacifica Partners first reported a position in Williams Companies in Q4 2019 and has held it in 28 quarters since.
  • Pacifica Partners's Williams Companies position peaked at $821K in Q2 2026.
  • 469 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.