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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
Q2 		$1.53M Buy
20,559
+181
+0.9% +$13.3K 0.18% 119
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 $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

Premier Path Wealth Partners's WMB Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Williams Companies (WMB) stake by 0.89% in Q2 2026, buying an estimated $13.3K and bringing the position to 20,559 shares worth $1.53M. The position accounts for 0.18% of the portfolio, ranked #119.

Premier Path Wealth Partners first reported a position in WMB in Q4 2023 and has held it in 11 quarters since. 1,829 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Premier Path Wealth Partners held 20,559 shares of Williams Companies worth $1.53M as of Q2 2026.
  • Premier Path Wealth Partners bought 181 Williams Companies shares in Q2 2026, an estimated $13.3K.
  • Williams Companies made up 0.18% of Premier Path Wealth Partners's portfolio in Q2 2026, its #119 holding.
  • Premier Path Wealth Partners first reported a position in Williams Companies in Q4 2023 and has held it in 11 quarters since.
  • 1,829 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.