Core Wealth Partners’s Williams Companies WMB Stock Holding History

Core 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	$292K	Buy	3,934 +9	+0.2%	+$662	0.12%	138
2026 Q1	$286K	Buy	+3,925	New	+$272K	0.13%	131
2025 Q4	–	Sell	-3,302	Closed	-$209K	–	191
2025 Q3	$209K	Sell	3,302 -702	-18%	-$41.2K	0.1%	162
2025 Q2	$252K	Buy	+4,004	New	+$236K	0.13%	145
2023 Q1	–	Sell	-18,425	Closed	-$227K	–	141
2022 Q4	$227K	Buy	+18,425	New	+$600K	0.26%	87

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Core Wealth Partners increased its Williams Companies (WMB) stake by 0.23% in Q2 2026, buying an estimated $662 and bringing the position to 3,934 shares worth $292K. The position accounts for 0.12% of the portfolio, ranked #138.

Core Wealth Partners first reported a position in WMB in Q4 2022 and has held it in 5 quarters since. 1,826 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Core Wealth Partners held 3,934 shares of Williams Companies worth $292K as of Q2 2026.
Core Wealth Partners bought 9 Williams Companies shares in Q2 2026, an estimated $662.
Williams Companies made up 0.12% of Core Wealth Partners's portfolio in Q2 2026, its #138 holding.
Core Wealth Partners first reported a position in Williams Companies in Q4 2022 and has held it in 5 quarters since.
1,826 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.