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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parr McKnight Wealth Management Group's WMB Position: Q1 2026 in Review

Parr McKnight Wealth Management Group reduced its Williams Companies (WMB) stake by 25% in Q1 2026, selling an estimated $659K and leaving 29,315 shares worth $2.13M. The position accounts for 0.28% of the portfolio, ranked #113.

Parr McKnight Wealth Management Group first reported a position in WMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.17M in Q4 2024. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Parr McKnight Wealth Management Group held 29,315 shares of Williams Companies worth $2.13M as of Q1 2026.
Parr McKnight Wealth Management Group sold 9,523 Williams Companies shares in Q1 2026, an estimated $659K.
Williams Companies made up 0.28% of Parr McKnight Wealth Management Group's portfolio in Q1 2026, its #113 holding.
Parr McKnight Wealth Management Group first reported a position in Williams Companies in Q4 2024 and has held it in 6 quarters since.
Parr McKnight Wealth Management Group's Williams Companies position peaked at $6.17M in Q4 2024.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.