Clark Wealth Partners
WMB icon

Clark Wealth Partners’s Williams Companies WMB Stock Holding History

Clark 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
Q3 		$8.97K Buy
132
+12
+10% +$873 ﹤0.01% 281
2026
Q2 		$8.92K Hold
120
– – 0.01% 238
2026
Q1 		$8.73K Hold
120
– – 0.01% 263
2025
Q4 		$7.21K Hold
120
– – ﹤0.01% 284
2025
Q3 		$7.21K Hold
120
– – ﹤0.01% 284
2025
Q2 		$7.54K Buy
120
+54
+82% +$3.19K 0.01% 239
2025
Q1 		$3.94K Hold
66
– – ﹤0.01% 293
2024
Q4 		$3.57K Buy
+66
New +$3.56K ﹤0.01% 282

Other funds holding WMB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Clark Wealth Partners's WMB Position: Q3 2026 in Review

Clark Wealth Partners increased its Williams Companies (WMB) stake by 10% in Q3 2026, buying an estimated $873 and bringing the position to 132 shares worth $8.97K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Clark Wealth Partners first reported a position in WMB in Q4 2024 and has held it in 8 quarters since. 1,520 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Clark Wealth Partners held 132 shares of Williams Companies worth $8.97K as of Q3 2026.
  • Clark Wealth Partners bought 12 Williams Companies shares in Q3 2026, an estimated $873.
  • Williams Companies made up ﹤0.01% of Clark Wealth Partners's portfolio in Q3 2026, its #281 holding.
  • Clark Wealth Partners first reported a position in Williams Companies in Q4 2024 and has held it in 8 quarters since.
  • 1,520 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.