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Parcion Private Wealth’s Williams Companies WMB Stock Holding History

Parcion Private Wealth’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 		$2.42M Sell
32,557
-22
-0.1% -$1.62K 0.13% 104
2026
Q1 		$2.37M Buy
32,579
+146
+0.5% +$10.1K 0.15% 100
2025
Q4 		$1.95M Sell
32,433
-541
-2% -$32.7K 0.12% 102
2025
Q3 		$2.09M Buy
32,974
+661
+2% +$38.8K 0.13% 97
2025
Q2 		$2.03M Buy
32,313
+578
+2% +$34.1K 0.14% 93
2025
Q1 		$1.9M Sell
31,735
-352
-1% -$20.1K 0.15% 89
2024
Q4 		$1.74M Hold
32,087
– – 0.13% 94
2024
Q3 		$1.46M Buy
+32,087
New +$1.41M 0.12% 102

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

Parcion Private Wealth's WMB Position: Q2 2026 in Review

Parcion Private Wealth reduced its Williams Companies (WMB) stake by 0.07% in Q2 2026, selling an estimated $1.62K and leaving 32,557 shares worth $2.42M. The position accounts for 0.13% of the portfolio, ranked #104.

Parcion Private Wealth first reported a position in WMB in Q3 2024 and has held it in 8 quarters since. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Parcion Private Wealth held 32,557 shares of Williams Companies worth $2.42M as of Q2 2026.
  • Parcion Private Wealth sold 22 Williams Companies shares in Q2 2026, an estimated $1.62K.
  • Williams Companies made up 0.13% of Parcion Private Wealth's portfolio in Q2 2026, its #104 holding.
  • Parcion Private Wealth first reported a position in Williams Companies in Q3 2024 and has held it in 8 quarters since.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.