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Premier Path Wealth Partners’s Williams Companies WMB Stock Holding History

Premier Path Wealth Partners’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 		$1.48M Buy
20,378
+1,372
+7% +$95K 0.19% 116
2025
Q4 		$1.14M Buy
19,006
+193
+1% +$11.7K 0.15% 132
2025
Q3 		$1.19M Buy
18,813
+78
+0.4% +$4.58K 0.15% 148
2025
Q2 		$1.18M Buy
18,735
+1,124
+6% +$66.4K 0.16% 152
2025
Q1 		$1.05M Buy
17,611
+103
+0.6% +$5.9K 0.16% 154
2024
Q4 		$948K Buy
17,508
+159
+0.9% +$8.57K 0.14% 159
2024
Q3 		$792K Buy
17,349
+3
+0% +$132 0.12% 176
2024
Q2 		$737K Buy
17,346
+2
+0% +$80 0.13% 174
2024
Q1 		$676K Buy
17,344
+244
+1% +$8.67K 0.13% 169
2023
Q4 		$587K Buy
+17,100
New +$600K 0.13% 168

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

Premier Path Wealth Partners's WMB Position: Q1 2026 in Review

Premier Path Wealth Partners increased its Williams Companies (WMB) stake by 7.2% in Q1 2026, buying an estimated $95K and bringing the position to 20,378 shares worth $1.48M. The position accounts for 0.19% of the portfolio, ranked #116.

Premier Path Wealth Partners first reported a position in WMB in Q4 2023 and has held it in 10 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Premier Path Wealth Partners held 20,378 shares of Williams Companies worth $1.48M as of Q1 2026.
  • Premier Path Wealth Partners bought 1,372 Williams Companies shares in Q1 2026, an estimated $95K.
  • Williams Companies made up 0.19% of Premier Path Wealth Partners's portfolio in Q1 2026, its #116 holding.
  • Premier Path Wealth Partners first reported a position in Williams Companies in Q4 2023 and has held it in 10 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.