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CFM Wealth Partners’s Williams Companies WMB Stock Holding History

CFM Wealth 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 		$16.8M Sell
226,183
-222
-0.1% -$16.3K 2.15% 9
2026
Q1 		$16.5M Sell
226,405
-453
-0.2% -$31.4K 2.47% 7
2025
Q4 		$13.6M Buy
226,858
+1,786
+0.8% +$108K 1.97% 10
2025
Q3 		$14.3M Buy
225,072
+3,059
+1% +$180K 2.07% 11
2025
Q2 		$13.9M Hold
222,013
– – 2.22% 10
2025
Q1 		$13.3M Hold
222,013
– – 2.34% 10
2024
Q4 		$12M Sell
222,013
-1,643
-0.7% -$88.5K 2.03% 11
2024
Q3 		$10.2M Sell
223,656
-1,186
-0.5% -$52.1K 1.78% 13
2024
Q2 		$9.56M Buy
224,842
+1,087
+0.5% +$43.6K 1.76% 11
2024
Q1 		$8.72M Sell
223,755
-3,352
-1% -$119K 1.75% 12
2023
Q4 		$7.91M Buy
227,107
+1,539
+0.7% +$54K 1.79% 11
2023
Q3 		$7.6M Hold
225,568
– – 1.99% 10
2023
Q2 		$7.36M Sell
225,568
-167,472
-43% -$5.03M 1.79% 10
2023
Q1 		$11.7M Hold
393,040
– – 3.16% 6
2022
Q4 		$12.9M Hold
393,040
– – 3.87% 3
2022
Q3 		$11.3M Sell
393,040
-28,955
-7% -$943K 3.59% 4
2022
Q2 		$13.2M Buy
421,995
+9,922
+2% +$343K 3.95% 3
2022
Q1 		$13.8M Sell
412,073
-432
-0.1% -$13.2K 3.3% 6
2021
Q4 		$10.9M Buy
412,505
+2,461
+0.6% +$68K 2.44% 8
2021
Q3 		$10.6M Buy
410,044
+6,700
+2% +$169K 2.67% 8
2021
Q2 		$10.7M Sell
403,344
-81,842
-17% -$2.1M 2.84% 8
2021
Q1 		$11.5M Buy
485,186
+32,849
+7% +$746K 3.47% 3
2020
Q4 		$9.07M Buy
452,337
+8,862
+2% +$180K 2.89% 8
2020
Q3 		$8.71M Buy
443,475
+8,798
+2% +$179K 3.18% 6
2020
Q2 		$8.27M Buy
434,677
+8,596
+2% +$160K 3.14% 4
2020
Q1 		$6.03M Buy
426,081
+12,865
+3% +$249K 2.8% 8
2019
Q4 		$9.93M Buy
+413,216
New +$9.47M 3.66% 3

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

CFM Wealth Partners's WMB Position: Q2 2026 in Review

CFM Wealth Partners reduced its Williams Companies (WMB) stake by 0.1% in Q2 2026, selling an estimated $16.3K and leaving 226,183 shares worth $16.8M. The position accounts for 2.15% of the portfolio, ranked #9.

CFM Wealth Partners first reported a position in WMB in Q4 2019 and has held it in 27 quarters since. 1,827 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • CFM Wealth Partners held 226,183 shares of Williams Companies worth $16.8M as of Q2 2026.
  • CFM Wealth Partners sold 222 Williams Companies shares in Q2 2026, an estimated $16.3K.
  • Williams Companies made up 2.15% of CFM Wealth Partners's portfolio in Q2 2026, its #9 holding.
  • CFM Wealth Partners first reported a position in Williams Companies in Q4 2019 and has held it in 27 quarters since.
  • 1,827 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.