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Autumn Glory Partners’s Williams Companies WMB Stock Holding History

Autumn Glory 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 		$4.04M Sell
54,344
-1,140
-2% -$83.9K 1.14% 19
2026
Q1 		$4.04M Sell
55,484
-2,351
-4% -$163K 1.48% 11
2025
Q4 		$3.48M Buy
57,835
+515
+0.9% +$31.1K 1.22% 16
2025
Q3 		$3.63M Sell
57,320
-3,000
-5% -$176K 1.49% 13
2025
Q2 		$3.79M Sell
60,320
-4,200
-7% -$248K 1.77% 9
2025
Q1 		$3.86M Sell
64,520
-24,064
-27% -$1.38M 1.91% 7
2024
Q4 		$4.79M Sell
88,584
-37,113
-30% -$2M 2.35% 7
2024
Q3 		$5.74M Buy
125,697
+20,934
+20% +$920K 2.21% 7
2024
Q2 		$4.45M Buy
104,763
+1,033
+1% +$41.4K 2.27% 7
2024
Q1 		$4.04M Sell
103,730
-1,149
-1% -$40.8K 1.98% 10
2023
Q4 		$3.64M Sell
104,879
-2,730
-3% -$95.8K 2.07% 7
2023
Q3 		$3.63M Buy
107,609
+23,579
+28% +$805K 2.21% 7
2023
Q2 		$2.74M Sell
84,030
-11,319
-12% -$340K 2.01% 10
2023
Q1 		$2.85M Sell
95,349
-36,960
-28% -$1.14M 2.43% 6
2022
Q4 		$4.35M Buy
132,309
+17,080
+15% +$556K 2.33% 9
2022
Q3 		$3.3M Buy
115,229
+3,305
+3% +$108K 2.22% 8
2022
Q2 		$3.49M Buy
111,924
+13,865
+14% +$479K 2.58% 6
2022
Q1 		$3.28M Sell
98,059
-33,873
-26% -$1.04M 1.9% 10
2021
Q4 		$3.44M Buy
+131,932
New +$3.65M 1.43% 14

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Autumn Glory Partners's WMB Position: Q2 2026 in Review

Autumn Glory Partners reduced its Williams Companies (WMB) stake by 2.1% in Q2 2026, selling an estimated $83.9K and leaving 54,344 shares worth $4.04M. The position accounts for 1.14% of the portfolio, ranked #19.

Autumn Glory Partners first reported a position in WMB in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.74M in Q3 2024. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Autumn Glory Partners held 54,344 shares of Williams Companies worth $4.04M as of Q2 2026.
  • Autumn Glory Partners sold 1,140 Williams Companies shares in Q2 2026, an estimated $83.9K.
  • Williams Companies made up 1.14% of Autumn Glory Partners's portfolio in Q2 2026, its #19 holding.
  • Autumn Glory Partners first reported a position in Williams Companies in Q4 2021 and has held it in 19 quarters since.
  • Autumn Glory Partners's Williams Companies position peaked at $5.74M in Q3 2024.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.