Focus Partners Wealth
WMB icon

Focus Partners Wealth’s Williams Companies WMB Stock Holding History

Focus Partners Wealth’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 		$117M Buy
1,611,047
+75,103
+5% +$5.2M 0.13% 163
2025
Q4 		$94.5M Buy
1,535,944
+820,489
+115% +$49.6M 0.11% 186
2025
Q3 		$45.3M Buy
715,455
+45,606
+7% +$2.68M 0.07% 229
2025
Q2 		$42.1M Buy
669,849
+5,920
+0.9% +$350K 0.09% 211
2025
Q1 		$39.7M Buy
663,929
+6,699
+1% +$383K 0.1% 202
2024
Q4 		$35.6M Sell
657,230
-6,433
-1% -$347K 0.09% 211
2024
Q3 		$30.3M Buy
663,663
+642,183
+2,990% +$28.2M 0.1% 205
2024
Q2 		$912K Buy
21,480
+13,917
+184% +$558K ﹤0.01% 812
2024
Q1 		$295K Buy
7,563
+755
+11% +$26.8K ﹤0.01% 838
2023
Q4 		$237K Buy
+6,808
New +$239K ﹤0.01% 718

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

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

Focus Partners Wealth increased its Williams Companies (WMB) stake by 4.9% in Q1 2026, buying an estimated $5.2M and bringing the position to 1,611,047 shares worth $117M. The position accounts for 0.13% of the portfolio, ranked #163.

Focus Partners Wealth first reported a position in WMB in Q4 2023 and has held it in 10 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Focus Partners Wealth held 1,611,047 shares of Williams Companies worth $117M as of Q1 2026.
  • Focus Partners Wealth bought 75,103 Williams Companies shares in Q1 2026, an estimated $5.2M.
  • Williams Companies made up 0.13% of Focus Partners Wealth's portfolio in Q1 2026, its #163 holding.
  • Focus Partners Wealth first reported a position in Williams Companies in Q4 2023 and has held it in 10 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.