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Perigon Wealth Management’s Williams Companies WMB Stock Holding History

Perigon Wealth Management’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 		$1.79M Sell
24,534
-2,615
-10% -$181K 0.03% 402
2025
Q4 		$1.63M Sell
27,149
-3,267
-11% -$198K 0.03% 417
2025
Q3 		$1.93M Buy
30,416
+5,069
+20% +$297K 0.04% 364
2025
Q2 		$1.59M Sell
25,347
-2,128
-8% -$126K 0.04% 381
2025
Q1 		$1.64M Buy
27,475
+1,966
+8% +$113K 0.04% 343
2024
Q4 		$1.51M Buy
25,509
+14,814
+139% +$798K 0.04% 351
2024
Q3 		$488K Buy
+10,695
New +$470K 0.01% 626
2024
Q1 		– Sell
-12,443
Closed -$433K – 920
2023
Q4 		$433K Buy
12,443
+1,530
+14% +$53.7K 0.01% 540
2023
Q3 		$368K Buy
10,913
+2,202
+25% +$75.1K 0.01% 523
2023
Q2 		$284K Sell
8,711
-1,103
-11% -$33.1K 0.01% 626
2023
Q1 		$293K Buy
9,814
+813
+9% +$25.1K 0.02% 545
2022
Q4 		$296K Buy
+9,001
New +$293K 0.02% 532
2021
Q1 		– Sell
-1,246
Closed -$25K – 1038
2020
Q4 		$25K Buy
+1,246
New +$25.3K ﹤0.01% 975
2018
Q2 		– Sell
-149
Closed -$4K – 594
2018
Q1 		$4K Sell
149
-416
-74% -$12.3K ﹤0.01% 569
2017
Q4 		$17K Hold
565
– – 0.01% 432
2017
Q3 		$17K Hold
565
– – 0.01% 462
2017
Q2 		$17K Hold
565
– – ﹤0.01% 462
2017
Q1 		$17K Hold
565
– – ﹤0.01% 484
2016
Q4 		$17K Hold
565
– – ﹤0.01% 493
2016
Q3 		$17K Hold
565
– – ﹤0.01% 424
2016
Q2 		$12K Hold
565
– – ﹤0.01% 363
2016
Q1 		$9K Buy
+565
New +$9.71K ﹤0.01% 240
2015
Q3 		– Sell
-5,363
Closed -$308K – 213
2015
Q2 		$308K Buy
5,363
+812
+18% +$41.8K 0.08% 181
2015
Q1 		$230K Sell
4,551
-1,945
-30% -$90.2K 0.06% 204
2014
Q4 		$292K Hold
6,496
– – 0.09% 170
2014
Q3 		$360K Sell
6,496
-575
-8% -$33K 0.11% 145
2014
Q2 		$412K Buy
+7,071
New +$328K 0.12% 136

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

Perigon Wealth Management's WMB Position: Q1 2026 in Review

Perigon Wealth Management reduced its Williams Companies (WMB) stake by 9.6% in Q1 2026, selling an estimated $181K and leaving 24,534 shares worth $1.79M. The position accounts for 0.03% of the portfolio, ranked #402.

Perigon Wealth Management first reported a position in WMB in Q2 2014 and has held it in 27 quarters since. The position peaked at $1.93M in Q3 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Perigon Wealth Management held 24,534 shares of Williams Companies worth $1.79M as of Q1 2026.
  • Perigon Wealth Management sold 2,615 Williams Companies shares in Q1 2026, an estimated $181K.
  • Williams Companies made up 0.03% of Perigon Wealth Management's portfolio in Q1 2026, its #402 holding.
  • Perigon Wealth Management first reported a position in Williams Companies in Q2 2014 and has held it in 27 quarters since.
  • Perigon Wealth Management's Williams Companies position peaked at $1.93M in Q3 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.