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NorthRock Partners’s Williams Companies WMB Stock Holding History

NorthRock 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 		$1.36M Buy
18,629
+14,783
+384% +$1.02M 0.02% 251
2025
Q4 		$231K Sell
3,846
-11,611
-75% -$702K ﹤0.01% 527
2025
Q3 		$979K Buy
15,457
+455
+3% +$26.7K 0.02% 351
2025
Q2 		$942K Buy
15,002
+5,186
+53% +$306K 0.02% 258
2025
Q1 		$587K Buy
9,816
+387
+4% +$22.2K 0.02% 312
2024
Q4 		$510K Buy
9,429
+267
+3% +$14.4K 0.02% 352
2024
Q3 		$418K Buy
9,162
+393
+4% +$17.3K 0.01% 409
2024
Q2 		$373K Buy
8,769
+592
+7% +$23.7K 0.01% 417
2024
Q1 		$319K Buy
8,177
+376
+5% +$13.4K 0.01% 466
2023
Q4 		$272K Buy
+7,801
New +$274K 0.01% 477

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

NorthRock Partners's WMB Position: Q1 2026 in Review

NorthRock Partners increased its Williams Companies (WMB) stake by 384% in Q1 2026, buying an estimated $1.02M and bringing the position to 18,629 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #251.

NorthRock Partners 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.

  • NorthRock Partners held 18,629 shares of Williams Companies worth $1.36M as of Q1 2026.
  • NorthRock Partners bought 14,783 Williams Companies shares in Q1 2026, an estimated $1.02M.
  • Williams Companies made up 0.02% of NorthRock Partners's portfolio in Q1 2026, its #251 holding.
  • NorthRock Partners 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 NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.