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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
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 $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

Parcion Private Wealth's WMB Position: Q1 2026 in Review

Parcion Private Wealth increased its Williams Companies (WMB) stake by 0.45% in Q1 2026, buying an estimated $10.1K and bringing the position to 32,579 shares worth $2.37M. The position accounts for 0.15% of the portfolio, ranked #100.

Parcion Private Wealth first reported a position in WMB in Q3 2024 and has held it in 7 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Parcion Private Wealth held 32,579 shares of Williams Companies worth $2.37M as of Q1 2026.
  • Parcion Private Wealth bought 146 Williams Companies shares in Q1 2026, an estimated $10.1K.
  • Williams Companies made up 0.15% of Parcion Private Wealth's portfolio in Q1 2026, its #100 holding.
  • Parcion Private Wealth first reported a position in Williams Companies in Q3 2024 and has held it in 7 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.