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Park Square Financial Group’s Williams Companies WMB Stock Holding History

Park Square Financial Group’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 		$15.1K Sell
208
-192
-48% -$13.3K 0.11% 53
2025
Q4 		$21.6K Buy
400
+64
+19% +$3.87K 0.13% 82
2025
Q3 		$21.3K Sell
336
-3,692
-92% -$217K 0.09% 89
2025
Q2 		$253K Buy
4,028
+34
+0.9% +$2.01K 0.18% 88
2025
Q1 		$239K Buy
3,994
+76
+2% +$4.35K 0.19% 74
2024
Q4 		$212K Buy
+3,918
New +$211K 0.15% 84

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

Park Square Financial Group's WMB Position: Q1 2026 in Review

Park Square Financial Group reduced its Williams Companies (WMB) stake by 48% in Q1 2026, selling an estimated $13.3K and leaving 208 shares worth $15.1K. The position accounts for 0.11% of the portfolio, ranked #53.

Park Square Financial Group first reported a position in WMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $253K in Q2 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Park Square Financial Group held 208 shares of Williams Companies worth $15.1K as of Q1 2026.
  • Park Square Financial Group sold 192 Williams Companies shares in Q1 2026, an estimated $13.3K.
  • Williams Companies made up 0.11% of Park Square Financial Group's portfolio in Q1 2026, its #53 holding.
  • Park Square Financial Group first reported a position in Williams Companies in Q4 2024 and has held it in 6 quarters since.
  • Park Square Financial Group's Williams Companies position peaked at $253K in Q2 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.