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Cascade Financial Partners’s Williams Companies WMB Stock Holding History

Cascade Financial 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
Q1 		– Sell
-3,600
Closed -$216K – 286
2025
Q4 		$216K Buy
+3,600
New +$218K 0.02% 250

Other funds holding WMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cascade Financial Partners's WMB Position: Q1 2026 in Review

Cascade Financial Partners sold out of Williams Companies (WMB) in Q1 2026, closing a stake of 3,600 shares — an estimated $216K sold.

Cascade Financial Partners first reported a position in WMB in Q4 2025 and held it in 1 quarter. The position peaked at $216K in Q4 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Cascade Financial Partners reported no remaining Williams Companies position as of Q1 2026 after selling out during the quarter.
  • Cascade Financial Partners sold 3,600 Williams Companies shares in Q1 2026, an estimated $216K.
  • Cascade Financial Partners first reported a position in Williams Companies in Q4 2025 and held it in 1 quarter.
  • Cascade Financial Partners's Williams Companies position peaked at $216K in Q4 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.