EPAM
WMB icon

Evelyn Partners Asset Management’s Williams Companies WMB Stock Holding History

Evelyn Partners Asset Management’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 		$16.2K Hold
223
– – ﹤0.01% 231
2025
Q4 		$13.4K Hold
223
– – ﹤0.01% 212
2025
Q3 		$14.1K Buy
+223
New +$13.1K ﹤0.01% 210

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

Evelyn Partners Asset Management's WMB Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Williams Companies (WMB) position steady in Q1 2026 at 223 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #231.

Evelyn Partners Asset Management first reported a position in WMB in Q3 2025 and has held it in 3 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Evelyn Partners Asset Management held 223 shares of Williams Companies worth $16.2K as of Q1 2026.
  • Evelyn Partners Asset Management left its Williams Companies share count unchanged in Q1 2026.
  • Williams Companies made up ﹤0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #231 holding.
  • Evelyn Partners Asset Management first reported a position in Williams Companies in Q3 2025 and has held it in 3 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.