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FourThought Financial Partners’s Williams Companies WMB Stock Holding History

FourThought Financial 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
Q2 		$3.71M Sell
49,927
-121
-0.2% -$8.9K 0.29% 87
2026
Q1 		$3.64M Sell
50,048
-1,853
-4% -$128K 0.31% 83
2025
Q4 		$3.12M Buy
51,901
+3,149
+6% +$190K 0.26% 84
2025
Q3 		$3.09M Buy
48,752
+3,869
+9% +$227K 0.27% 87
2025
Q2 		$2.82M Buy
44,883
+3,029
+7% +$179K 0.28% 88
2025
Q1 		$2.5M Sell
41,854
-1,774
-4% -$102K 0.26% 91
2024
Q4 		$2.36M Buy
43,628
+220
+0.5% +$11.9K 0.25% 92
2024
Q3 		$1.98M Buy
43,408
+2,709
+7% +$119K 0.24% 86
2024
Q2 		$1.73M Sell
40,699
-1,795
-4% -$72K 0.22% 86
2024
Q1 		$1.66M Buy
42,494
+839
+2% +$29.8K 0.19% 104
2023
Q4 		$1.45M Sell
41,655
-93
-0.2% -$3.26K 0.18% 101
2023
Q3 		$1.41M Buy
41,748
+796
+2% +$27.2K 0.2% 97
2023
Q2 		$1.34M Sell
40,952
-1,182
-3% -$35.5K 0.18% 101
2023
Q1 		$1.26M Buy
42,134
+2,762
+7% +$85.3K 0.17% 107
2022
Q4 		$1.3M Buy
+39,372
New +$1.28M 0.19% 106

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FourThought Financial Partners's WMB Position: Q2 2026 in Review

FourThought Financial Partners reduced its Williams Companies (WMB) stake by 0.24% in Q2 2026, selling an estimated $8.9K and leaving 49,927 shares worth $3.71M. The position accounts for 0.29% of the portfolio, ranked #87.

FourThought Financial Partners first reported a position in WMB in Q4 2022 and has held it in 15 quarters since. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • FourThought Financial Partners held 49,927 shares of Williams Companies worth $3.71M as of Q2 2026.
  • FourThought Financial Partners sold 121 Williams Companies shares in Q2 2026, an estimated $8.9K.
  • Williams Companies made up 0.29% of FourThought Financial Partners's portfolio in Q2 2026, its #87 holding.
  • FourThought Financial Partners first reported a position in Williams Companies in Q4 2022 and has held it in 15 quarters since.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.