DWP
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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
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 $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

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

Daymark Wealth Partners reduced its Williams Companies (WMB) stake by 6.8% in Q1 2026, selling an estimated $53.2K and leaving 10,456 shares worth $761K. The position accounts for 0.02% of the portfolio, ranked #343.

Daymark Wealth Partners first reported a position in WMB in Q1 2025 and has held it in 5 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Daymark Wealth Partners held 10,456 shares of Williams Companies worth $761K as of Q1 2026.
  • Daymark Wealth Partners sold 768 Williams Companies shares in Q1 2026, an estimated $53.2K.
  • Williams Companies made up 0.02% of Daymark Wealth Partners's portfolio in Q1 2026, its #343 holding.
  • Daymark Wealth Partners first reported a position in Williams Companies in Q1 2025 and has held it in 5 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.