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Fund Update: 415,379 WILLIAMSS (WMB) shares added to BARTLETT & CO. WEALTH MANAGEMENT LLC portfolio

Investivoq FundTracker

BARTLETT & CO. WEALTH MANAGEMENT LLC has added 415,379 shares of $WMB to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 09-30-2026 report period. You can see the fund's full portfolio on Investivoq, and also track the largest institutional owners of $WMB.

WILLIAMSS Hedge Fund Activity

We have seen 845 institutional investors add shares of WILLIAMSS stock to their portfolio, and 848 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

  • WELLINGTON MANAGEMENT GROUP LLP added 10,013,946 shares (+43.4%) to their portfolio in Q2 2026, for an estimated $744,436,745
  • SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 7,681,072 shares (+inf%) to their portfolio in Q2 2026, for an estimated $571,010,892
  • ONTARIO TEACHERS PENSION PLAN BOARD added 4,426,879 shares (+inf%) to their portfolio in Q2 2026, for an estimated $329,094,184
  • QUBE RESEARCH & TECHNOLOGIES LTD removed 3,762,789 shares (-97.9%) from their portfolio in Q2 2026, for an estimated $279,725,734
  • BARCLAYS PLC removed 3,749,625 shares (-57.5%) from their portfolio in Q3 2026, for an estimated $254,862,011
  • BLACKROCK, INC. added 3,630,136 shares (+3.2%) to their portfolio in Q2 2026, for an estimated $269,864,310
  • STATE STREET CORP added 3,259,259 shares (+4.5%) to their portfolio in Q3 2026, for an estimated $221,531,834

To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

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WILLIAMSS Insider Trading Activity

WMB Insider Trades

WILLIAMSS insiders have traded $WMB stock on the open market 11 times in the past 6 months. Of those trades, 0 have been purchases and 11 have been sales.

Here’s a breakdown of recent trading of $WMB stock by insiders over the last 6 months:

  • TERRANCE LANE WILSON (SVP & General Counsel) has made 0 purchases and 8 sales selling 25,000 shares for an estimated $1,840,696.
  • LARRY C LARSEN (Executive Vice President & COO) sold 12,000 shares for an estimated $917,820
  • GLEN G. JASEK (Senior Vice President) has made 0 purchases and 2 sales selling 2,500 shares for an estimated $195,383.

To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

WILLIAMSS Congressional Stock Trading

Members of Congress have traded $WMB stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $WMB stock by members of Congress over the last 6 months:

  • SENATOR ALAN ARMSTRONG sold up to $25,000,000 on 06/24.

To track congressional stock trading, check out Investivoq's congressional trading dashboard. You can access data on congressional stock trades through the Investivoq API Congress trades endpoint.

WILLIAMSS Price Targets

Multiple analysts have issued price targets for $WMB recently. We have seen 5 analysts offer price targets for $WMB in the last 6 months, with a median target of $85.0.

Here are some recent targets:

  • Theresa Chen from Barclays set a target price of $75.0 on 07/08/2026
  • Julien Dumoulin-Smith from Jefferies set a target price of $85.0 on 07/01/2026
  • Jeremy Tonet from JP Morgan set a target price of $89.0 on 07/01/2026
  • Robert Catellier from CIBC set a target price of $85.0 on 05/26/2026
  • Robert Kad from Morgan Stanley set a target price of $98.0 on 05/20/2026

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Investivoq's $WMB ticker page for more data.