Daymark Wealth Partners
WMB icon

Daymark Wealth Partners’s Williams Companies WMB Stock Holding History

Daymark 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 		$474K Sell
6,976
-2,902
-29% -$211K 0.01% 537
2026
Q2 		$734K Sell
9,878
-578
-6% -$42.5K 0.02% 391
2026
Q1 		$761K Sell
10,456
-768
-7% -$53.2K 0.02% 343
2025
Q4 		$675K Buy
11,224
+369
+3% +$22.3K 0.02% 336
2025
Q3 		$688K Buy
10,855
+2,659
+32% +$156K 0.02% 326
2025
Q2 		$515K Buy
8,196
+2,643
+48% +$156K 0.02% 347
2025
Q1 		$332K Buy
+5,553
New +$318K 0.01% 395

Other funds holding WMB

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
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Daymark Wealth Partners reduced its Williams Companies (WMB) stake by 29% in Q3 2026, selling an estimated $211K and leaving 6,976 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #537.

Daymark Wealth Partners first reported a position in WMB in Q1 2025 and has held it in 7 quarters since. The position peaked at $761K in Q1 2026. 1,414 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Daymark Wealth Partners held 6,976 shares of Williams Companies worth $474K as of Q3 2026.
  • Daymark Wealth Partners sold 2,902 Williams Companies shares in Q3 2026, an estimated $211K.
  • Williams Companies made up 0.01% of Daymark Wealth Partners's portfolio in Q3 2026, its #537 holding.
  • Daymark Wealth Partners first reported a position in Williams Companies in Q1 2025 and has held it in 7 quarters since.
  • Daymark Wealth Partners's Williams Companies position peaked at $761K in Q1 2026.
  • 1,414 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.