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Catalyst Financial Partners’s Williams Companies WMB Stock Holding History

Catalyst 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 		$810K Buy
11,129
+649
+6% +$44.9K 0.1% 125
2025
Q4 		$630K Sell
10,480
-89
-0.8% -$5.38K 0.07% 145
2025
Q3 		$670K Buy
10,569
+141
+1% +$8.28K 0.08% 130
2025
Q2 		$655K Buy
10,428
+192
+2% +$11.3K 0.07% 132
2025
Q1 		$612K Buy
10,236
+136
+1% +$7.79K 0.11% 126
2024
Q4 		$547K Buy
10,100
+179
+2% +$9.65K 0.1% 126
2024
Q3 		$453K Buy
9,921
+25
+0.3% +$1.1K 0.09% 147
2024
Q2 		$421K Buy
9,896
+407
+4% +$16.3K 0.09% 148
2024
Q1 		$358K Buy
9,489
+819
+9% +$29.1K 0.09% 145
2023
Q4 		$302K Buy
8,670
+166
+2% +$5.83K 0.09% 163
2023
Q3 		$287K Buy
8,504
+1,026
+14% +$35K 0.09% 160
2023
Q2 		$244K Buy
+7,478
New +$224K 0.09% 165

Other funds holding WMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

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

Catalyst Financial Partners increased its Williams Companies (WMB) stake by 6.2% in Q1 2026, buying an estimated $44.9K and bringing the position to 11,129 shares worth $810K. The position accounts for 0.1% of the portfolio, ranked #125.

Catalyst Financial Partners first reported a position in WMB in Q2 2023 and has held it in 12 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Catalyst Financial Partners held 11,129 shares of Williams Companies worth $810K as of Q1 2026.
  • Catalyst Financial Partners bought 649 Williams Companies shares in Q1 2026, an estimated $44.9K.
  • Williams Companies made up 0.1% of Catalyst Financial Partners's portfolio in Q1 2026, its #125 holding.
  • Catalyst Financial Partners first reported a position in Williams Companies in Q2 2023 and has held it in 12 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

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