EFS
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Essex Financial Services’s Williams Companies WMB Stock Holding History

Essex Financial Services’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 		$495K Sell
6,808
-7,186
-51% -$498K 0.03% 458
2025
Q4 		$841K Buy
13,994
+515
+4% +$31.1K 0.05% 326
2025
Q3 		$854K Buy
13,479
+487
+4% +$28.6K 0.05% 306
2025
Q2 		$816K Sell
12,992
-489
-4% -$28.9K 0.05% 302
2025
Q1 		$806K Sell
13,481
-949
-7% -$54.3K 0.06% 280
2024
Q4 		$781K Sell
14,430
-5,670
-28% -$306K 0.06% 288
2024
Q3 		$1.05M Sell
20,100
-1,149
-5% -$50.5K 0.08% 233
2024
Q2 		$932K Buy
21,249
+2,496
+13% +$100K 0.07% 250
2024
Q1 		$731K Buy
18,753
+1,349
+8% +$47.9K 0.07% 254
2023
Q4 		$606K Buy
17,404
+687
+4% +$24.1K 0.06% 269
2023
Q3 		$563K Buy
16,717
+635
+4% +$21.7K 0.07% 259
2023
Q2 		$525K Sell
16,082
-9,196
-36% -$276K 0.06% 269
2023
Q1 		$755K Sell
25,278
-451
-2% -$13.9K 0.08% 227
2022
Q4 		$846K Buy
25,729
+1,172
+5% +$38.2K 0.09% 203
2022
Q3 		$703K Buy
24,557
+2,246
+10% +$73.2K 0.08% 208
2022
Q2 		$696K Buy
22,311
+2,830
+15% +$97.7K 0.08% 228
2022
Q1 		$651K Sell
19,481
-4,137
-18% -$126K 0.06% 250
2021
Q4 		$615K Sell
23,618
-7,479
-24% -$207K 0.06% 255
2021
Q3 		$807K Buy
31,097
+3,358
+12% +$84.6K 0.09% 212
2021
Q2 		$736K Buy
+27,739
New +$710K 0.11% 193

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

Essex Financial Services's WMB Position: Q1 2026 in Review

Essex Financial Services reduced its Williams Companies (WMB) stake by 51% in Q1 2026, selling an estimated $498K and leaving 6,808 shares worth $495K. The position accounts for 0.03% of the portfolio, ranked #458.

Essex Financial Services first reported a position in WMB in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.05M in Q3 2024. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Essex Financial Services held 6,808 shares of Williams Companies worth $495K as of Q1 2026.
  • Essex Financial Services sold 7,186 Williams Companies shares in Q1 2026, an estimated $498K.
  • Williams Companies made up 0.03% of Essex Financial Services's portfolio in Q1 2026, its #458 holding.
  • Essex Financial Services first reported a position in Williams Companies in Q2 2021 and has held it in 20 quarters since.
  • Essex Financial Services's Williams Companies position peaked at $1.05M in Q3 2024.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.