FAS Wealth Partners’s Williams Companies WMB Stock Holding History

FAS 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	$736K	Buy	10,111 +413	+4%	+$28.6K	0.05%	198
2025 Q4	$583K	Buy	9,698 +74	+0.8%	+$4.47K	0.04%	216
2025 Q3	$610K	Buy	9,624 +81	+0.8%	+$4.75K	0.04%	209
2025 Q2	$599K	Buy	9,543 +75	+0.8%	+$4.43K	0.04%	200
2025 Q1	$566K	Buy	9,468 +355	+4%	+$20.3K	0.05%	190
2024 Q4	$493K	Buy	9,113 +80	+0.9%	+$4.31K	0.04%	212
2024 Q3	$412K	Sell	9,033 -352	-4%	-$15.5K	0.03%	229
2024 Q2	$399K	Buy	9,385 +92	+1%	+$3.69K	0.03%	229
2024 Q1	$362K	Buy	9,293 +27	+0.3%	+$959	0.03%	241
2023 Q4	$323K	Buy	9,266 +287	+3%	+$10.1K	0.03%	240
2023 Q3	$303K	Buy	8,979 +103	+1%	+$3.52K	0.03%	236
2023 Q2	$290K	Buy	8,876 +108	+1%	+$3.24K	0.04%	222
2023 Q1	$262K	Buy	8,768 +4	+0%	+$124	0.03%	251
2022 Q4	$288K	Buy	8,764 +208	+2%	+$6.77K	0.03%	244
2022 Q3	$245K	Buy	8,556 +6	+0.1%	+$195	0.03%	249
2022 Q2	$267K	Buy	+8,550	New	+$295K	0.03%	240

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

FAS Wealth Partners increased its Williams Companies (WMB) stake by 4.3% in Q1 2026, buying an estimated $28.6K and bringing the position to 10,111 shares worth $736K. The position accounts for 0.05% of the portfolio, ranked #198.

FAS Wealth Partners first reported a position in WMB in Q2 2022 and has held it in 16 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

FAS Wealth Partners held 10,111 shares of Williams Companies worth $736K as of Q1 2026.
FAS Wealth Partners bought 413 Williams Companies shares in Q1 2026, an estimated $28.6K.
Williams Companies made up 0.05% of FAS Wealth Partners's portfolio in Q1 2026, its #198 holding.
FAS Wealth Partners first reported a position in Williams Companies in Q2 2022 and has held it in 16 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.