QWP
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Quotient Wealth Partners’s Williams Companies WMB Stock Holding History

Quotient 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 		$695K Buy
9,555
+846
+10% +$58.6K 0.02% 155
2025
Q4 		$523K Buy
8,709
+95
+1% +$5.74K 0.01% 189
2025
Q3 		$546K Sell
8,614
-649
-7% -$38.1K 0.01% 180
2025
Q2 		$582K Sell
9,263
-931
-9% -$55K 0.02% 163
2025
Q1 		$609K Sell
10,194
-2,969
-23% -$170K 0.02% 160
2024
Q4 		$712K Sell
13,163
-7,380
-36% -$398K 0.02% 134
2024
Q3 		$938K Sell
20,543
-1,733
-8% -$76.2K 0.03% 117
2024
Q2 		$947K Buy
22,276
+11,546
+108% +$463K 0.03% 108
2024
Q1 		$418K Buy
+10,730
New +$381K 0.01% 197

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

Quotient Wealth Partners's WMB Position: Q1 2026 in Review

Quotient Wealth Partners increased its Williams Companies (WMB) stake by 9.7% in Q1 2026, buying an estimated $58.6K and bringing the position to 9,555 shares worth $695K. The position accounts for 0.02% of the portfolio, ranked #155.

Quotient Wealth Partners first reported a position in WMB in Q1 2024 and has held it in 9 quarters since. The position peaked at $947K in Q2 2024. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Quotient Wealth Partners held 9,555 shares of Williams Companies worth $695K as of Q1 2026.
  • Quotient Wealth Partners bought 846 Williams Companies shares in Q1 2026, an estimated $58.6K.
  • Williams Companies made up 0.02% of Quotient Wealth Partners's portfolio in Q1 2026, its #155 holding.
  • Quotient Wealth Partners first reported a position in Williams Companies in Q1 2024 and has held it in 9 quarters since.
  • Quotient Wealth Partners's Williams Companies position peaked at $947K in Q2 2024.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.