Legacy Capital Wealth Partners’s Williams Companies WMB Stock Holding History

Legacy Capital 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	$852K	Sell	11,701 -4,048	-26%	-$280K	0.18%	121
2025 Q4	$947K	Buy	15,749 +1,735	+12%	+$105K	0.2%	102
2025 Q3	$888K	Buy	14,014 +437	+3%	+$25.6K	0.19%	109
2025 Q2	$853K	Sell	13,577 -1,486	-10%	-$87.7K	0.19%	106
2025 Q1	$900K	Sell	15,063 -1,551	-9%	-$88.8K	0.22%	94
2024 Q4	$899K	Sell	16,614 -8,290	-33%	-$447K	0.22%	87
2024 Q3	$1.14M	Sell	24,904 -224	-0.9%	-$9.85K	0.23%	93
2024 Q2	$1.07M	Buy	+25,128	New	+$1.01M	0.27%	72
2024 Q1	–	Sell	-29,371	Closed	-$1.02M	–	350
2023 Q4	$1.02M	Sell	29,371 -2,313	-7%	-$81.2K	0.29%	74
2023 Q3	$1.07M	Buy	+31,684	New	+$1.08M	0.29%	70
2023 Q2	–	Sell	-26,442	Closed	-$790K	–	245
2023 Q1	$790K	Buy	+26,442	New	+$817K	0.22%	98

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

Legacy Capital Wealth Partners's WMB Position: Q1 2026 in Review

Legacy Capital Wealth Partners reduced its Williams Companies (WMB) stake by 26% in Q1 2026, selling an estimated $280K and leaving 11,701 shares worth $852K. The position accounts for 0.18% of the portfolio, ranked #121.

Legacy Capital Wealth Partners first reported a position in WMB in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.14M in Q3 2024. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Legacy Capital Wealth Partners held 11,701 shares of Williams Companies worth $852K as of Q1 2026.
Legacy Capital Wealth Partners sold 4,048 Williams Companies shares in Q1 2026, an estimated $280K.
Williams Companies made up 0.18% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #121 holding.
Legacy Capital Wealth Partners first reported a position in Williams Companies in Q1 2023 and has held it in 11 quarters since.
Legacy Capital Wealth Partners's Williams Companies position peaked at $1.14M in Q3 2024.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

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