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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
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 $6.73T 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Clark Wealth Partners held its Williams Companies (WMB) position steady in Q2 2026 at 120 shares worth $8.92K. The position accounts for 0.01% of the portfolio, ranked #238.

Clark Wealth Partners first reported a position in WMB in Q4 2024 and has held it in 7 quarters since. 1,744 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Clark Wealth Partners held 120 shares of Williams Companies worth $8.92K as of Q2 2026.
  • Clark Wealth Partners left its Williams Companies share count unchanged in Q2 2026.
  • Williams Companies made up 0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #238 holding.
  • Clark Wealth Partners first reported a position in Williams Companies in Q4 2024 and has held it in 7 quarters since.
  • 1,744 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.