Gryphon Financial Partners’s Williams Companies WMB Stock Holding History

Gryphon 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 Q1	$267K	Buy	3,664 +85	+2%	+$5.88K	0.03%	302
2025 Q4	$215K	Buy	+3,579	New	+$216K	0.02%	321
2020 Q3	–	Sell	-22,906	Closed	-$435K	–	156
2020 Q2	$435K	Buy	22,906 +3,301	+17%	+$61.4K	0.13%	80
2020 Q1	$277K	Buy	19,605 +1,421	+8%	+$27.5K	0.1%	111
2019 Q4	$431K	Buy	18,184 +295	+2%	+$6.76K	0.11%	100
2019 Q3	$431K	Sell	17,889 -11,086	-38%	-$279K	0.12%	87
2019 Q2	$812K	Sell	28,975 -1,079	-4%	-$30K	0.23%	49
2019 Q1	$863K	Buy	30,054 +1,496	+5%	+$40.1K	0.25%	47
2018 Q4	$629K	Sell	28,558 -5,608	-16%	-$140K	0.16%	99
2018 Q3	$929K	Buy	34,166 +32,626	+2,119%	+$947K	0.28%	43
2018 Q2	$42K	Buy	1,540 +188	+14%	+$4.96K	0.02%	256
2018 Q1	$34K	Sell	1,352 -1,007	-43%	-$29.7K	0.02%	291
2017 Q4	$72K	Buy	+2,359	New	+$68.6K	0.04%	190

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

Gryphon Financial Partners's WMB Position: Q1 2026 in Review

Gryphon Financial Partners increased its Williams Companies (WMB) stake by 2.4% in Q1 2026, buying an estimated $5.88K and bringing the position to 3,664 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #302.

Gryphon Financial Partners first reported a position in WMB in Q4 2017 and has held it in 13 quarters since. The position peaked at $929K in Q3 2018. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Gryphon Financial Partners held 3,664 shares of Williams Companies worth $267K as of Q1 2026.
Gryphon Financial Partners bought 85 Williams Companies shares in Q1 2026, an estimated $5.88K.
Williams Companies made up 0.03% of Gryphon Financial Partners's portfolio in Q1 2026, its #302 holding.
Gryphon Financial Partners first reported a position in Williams Companies in Q4 2017 and has held it in 13 quarters since.
Gryphon Financial Partners's Williams Companies position peaked at $929K in Q3 2018.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Gryphon Financial Partners's 13F filing for Q1 2026, filed 6 May 2026.