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Parr McKnight Wealth Management Group’s Williams Companies WMB Stock Holding History

Parr McKnight Wealth Management 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
Q2 		$4.79M Buy
64,434
+35,119
+120% +$2.58M 0.57% 50
2026
Q1 		$2.13M Sell
29,315
-9,523
-25% -$659K 0.28% 113
2025
Q4 		$2.33M Sell
38,838
-310
-0.8% -$18.7K 0.31% 99
2025
Q3 		$2.48M Sell
39,148
-45,021
-53% -$2.64M 0.33% 98
2025
Q2 		$5.29M Sell
84,169
-1,808
-2% -$107K 0.73% 37
2025
Q1 		$5.14M Sell
85,977
-28,023
-25% -$1.6M 0.74% 34
2024
Q4 		$6.17M Buy
+114,000
New +$6.14M 0.88% 27

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 $3.37T AUM 44.26% 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

Parr McKnight Wealth Management Group's WMB Position: Q2 2026 in Review

Parr McKnight Wealth Management Group increased its Williams Companies (WMB) stake by 120% in Q2 2026, buying an estimated $2.58M and bringing the position to 64,434 shares worth $4.79M. The position accounts for 0.57% of the portfolio, ranked #50.

Parr McKnight Wealth Management Group first reported a position in WMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.17M in Q4 2024. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Parr McKnight Wealth Management Group held 64,434 shares of Williams Companies worth $4.79M as of Q2 2026.
  • Parr McKnight Wealth Management Group bought 35,119 Williams Companies shares in Q2 2026, an estimated $2.58M.
  • Williams Companies made up 0.57% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #50 holding.
  • Parr McKnight Wealth Management Group first reported a position in Williams Companies in Q4 2024 and has held it in 7 quarters since.
  • Parr McKnight Wealth Management Group's Williams Companies position peaked at $6.17M in Q4 2024.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.