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Concord Wealth Partners’s Williams Companies WMB Stock Holding History

Concord 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
Q1 		– Sell
-500
Closed -$30.1K – 792
2025
Q4 		$30.1K Hold
500
– – ﹤0.01% 391
2025
Q3 		$31.7K Hold
500
– – ﹤0.01% 403
2025
Q2 		$31.4K Hold
500
– – ﹤0.01% 401
2025
Q1 		$29.9K Hold
500
– – ﹤0.01% 387
2024
Q4 		$27.1K Sell
500
-78
-13% -$4.2K ﹤0.01% 413
2024
Q3 		$26.4K Buy
578
+78
+16% +$3.43K ﹤0.01% 431
2024
Q2 		$21.3K Hold
500
– – ﹤0.01% 417
2024
Q1 		$19.5K Sell
500
-137
-22% -$4.87K ﹤0.01% 489
2023
Q4 		$22.2K Buy
637
+137
+27% +$4.81K ﹤0.01% 465
2023
Q3 		$16.8K Sell
500
-157
-24% -$5.36K ﹤0.01% 533
2023
Q2 		$21.4K Buy
657
+157
+31% +$4.71K ﹤0.01% 496
2023
Q1 		$14.9K Sell
500
-383
-43% -$11.8K ﹤0.01% 538
2022
Q4 		$29.1K Buy
+883
New +$28.7K 0.01% 470
2022
Q3 		– Sell
-226
Closed -$7K – 1165
2022
Q2 		$7K Sell
226
-92
-29% -$3.18K ﹤0.01% 762
2022
Q1 		$11K Hold
318
– – ﹤0.01% 767
2021
Q4 		$8K Buy
318
+281
+759% +$7.77K ﹤0.01% 846
2021
Q3 		$1K Sell
37
-92
-71% -$2.32K ﹤0.01% 876
2021
Q2 		$3K Sell
129
-363
-74% -$9.29K ﹤0.01% 850
2021
Q1 		$12K Buy
492
+78
+19% +$1.77K ﹤0.01% 564
2020
Q4 		$8K Buy
+414
New +$8.39K 0.01% 378

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

Concord Wealth Partners's WMB Position: Q1 2026 in Review

Concord Wealth Partners sold out of Williams Companies (WMB) in Q1 2026, closing a stake of 500 shares — an estimated $30.1K sold.

Concord Wealth Partners first reported a position in WMB in Q4 2020 and held it in 20 quarters. The position peaked at $31.7K in Q3 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Concord Wealth Partners reported no remaining Williams Companies position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 500 Williams Companies shares in Q1 2026, an estimated $30.1K.
  • Concord Wealth Partners first reported a position in Williams Companies in Q4 2020 and held it in 20 quarters.
  • Concord Wealth Partners's Williams Companies position peaked at $31.7K in Q3 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.