EPIM
WMB icon

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

Evelyn Partners Investment 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 		$4.4M Sell
60,414
-115
-0.2% -$7.96K 0.12% 82
2025
Q4 		$3.64M Sell
60,529
-3,056
-5% -$185K 0.1% 84
2025
Q3 		$4.03M Buy
63,585
+259
+0.4% +$15.2K 0.11% 78
2025
Q2 		$3.98M Sell
63,326
-1,662
-3% -$98.1K 0.12% 79
2025
Q1 		$3.88M Buy
64,988
+6,478
+11% +$371K 0.13% 80
2024
Q4 		$3.17M Buy
+58,510
New +$3.15M 0.1% 84

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 Investment Management's WMB Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Williams Companies (WMB) stake by 0.19% in Q1 2026, selling an estimated $7.96K and leaving 60,414 shares worth $4.4M. The position accounts for 0.12% of the portfolio, ranked #82.

Evelyn Partners Investment Management first reported a position in WMB in Q4 2024 and has held it in 6 quarters since. 1,808 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Evelyn Partners Investment Management held 60,414 shares of Williams Companies worth $4.4M as of Q1 2026.
  • Evelyn Partners Investment Management sold 115 Williams Companies shares in Q1 2026, an estimated $7.96K.
  • Williams Companies made up 0.12% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #82 holding.
  • Evelyn Partners Investment Management first reported a position in Williams Companies in Q4 2024 and has held it in 6 quarters since.
  • 1,808 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

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