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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
Q2 		$862K Sell
11,591
-110
-0.9% -$8.1K 0.17% 124
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
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 $3.38T AUM 44.17% 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

Legacy Capital Wealth Partners's WMB Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Williams Companies (WMB) stake by 0.94% in Q2 2026, selling an estimated $8.1K and leaving 11,591 shares worth $862K. The position accounts for 0.17% of the portfolio, ranked #124.

Legacy Capital Wealth Partners first reported a position in WMB in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.14M in Q3 2024. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Legacy Capital Wealth Partners held 11,591 shares of Williams Companies worth $862K as of Q2 2026.
  • Legacy Capital Wealth Partners sold 110 Williams Companies shares in Q2 2026, an estimated $8.1K.
  • Williams Companies made up 0.17% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #124 holding.
  • Legacy Capital Wealth Partners first reported a position in Williams Companies in Q1 2023 and has held it in 12 quarters since.
  • Legacy Capital Wealth Partners's Williams Companies position peaked at $1.14M in Q3 2024.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.