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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
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

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

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

Daymark Wealth Partners reduced its Williams Companies (WMB) stake by 5.5% in Q2 2026, selling an estimated $42.5K and leaving 9,878 shares worth $734K. The position accounts for 0.02% of the portfolio, ranked #391.

Daymark Wealth Partners first reported a position in WMB in Q1 2025 and has held it in 6 quarters since. The position peaked at $761K in Q1 2026. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Daymark Wealth Partners held 9,878 shares of Williams Companies worth $734K as of Q2 2026.
  • Daymark Wealth Partners sold 578 Williams Companies shares in Q2 2026, an estimated $42.5K.
  • Williams Companies made up 0.02% of Daymark Wealth Partners's portfolio in Q2 2026, its #391 holding.
  • Daymark Wealth Partners first reported a position in Williams Companies in Q1 2025 and has held it in 6 quarters since.
  • Daymark Wealth Partners's Williams Companies position peaked at $761K in Q1 2026.
  • 1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.