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Curated Wealth Partners’s Williams Companies WMB Stock Holding History

Curated 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 		$457K Buy
6,146
+207
+3% +$15.2K 0.05% 117
2026
Q1 		$432K Buy
5,939
+327
+6% +$22.6K 0.05% 121
2025
Q4 		$337K Hold
5,612
– – 0.04% 146
2025
Q3 		$356K Sell
5,612
-1,066
-16% -$62.6K 0.04% 115
2025
Q2 		$419K Hold
6,678
– – 0.05% 107
2025
Q1 		$399K Buy
6,678
+1,066
+19% +$61K 0.05% 104
2024
Q4 		$304K Buy
+5,612
New +$302K 0.03% 117

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

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

Curated Wealth Partners increased its Williams Companies (WMB) stake by 3.5% in Q2 2026, buying an estimated $15.2K and bringing the position to 6,146 shares worth $457K. The position accounts for 0.05% of the portfolio, ranked #117.

Curated Wealth Partners first reported a position in WMB in Q4 2024 and has held it in 7 quarters since. 1,831 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Curated Wealth Partners held 6,146 shares of Williams Companies worth $457K as of Q2 2026.
  • Curated Wealth Partners bought 207 Williams Companies shares in Q2 2026, an estimated $15.2K.
  • Williams Companies made up 0.05% of Curated Wealth Partners's portfolio in Q2 2026, its #117 holding.
  • Curated Wealth Partners first reported a position in Williams Companies in Q4 2024 and has held it in 7 quarters since.
  • 1,831 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

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