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Destiny Wealth Partners’s Williams Companies WMB Stock Holding History

Destiny 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 		– Sell
-660
Closed -$48K – 1104
2026
Q1 		$48K Buy
+660
New +$45.7K 0.01% 442
2023
Q1 		– Sell
-615
Closed -$20.2K – 653
2022
Q4 		$20.2K Hold
615
– – ﹤0.01% 400
2022
Q3 		$18K Hold
615
– – ﹤0.01% 372
2022
Q2 		$19K Buy
+615
New +$21.2K ﹤0.01% 368

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Bank of America
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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

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

Destiny Wealth Partners sold out of Williams Companies (WMB) in Q2 2026, closing a stake of 660 shares — an estimated $48K sold.

Destiny Wealth Partners first reported a position in WMB in Q2 2022 and held it in 4 quarters. The position peaked at $48K in Q1 2026. 1,820 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Destiny Wealth Partners reported no remaining Williams Companies position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 660 Williams Companies shares in Q2 2026, an estimated $48K.
  • Destiny Wealth Partners first reported a position in Williams Companies in Q2 2022 and held it in 4 quarters.
  • Destiny Wealth Partners's Williams Companies position peaked at $48K in Q1 2026.
  • 1,820 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.