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Richardson Financial Services’s Williams Companies WMB Stock Holding History

Richardson Financial Services’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 		$486K Sell
6,681
-95
-1% -$6.58K 0.3% 82
2025
Q4 		$407K Buy
6,776
+288
+4% +$17.4K 0.13% 98
2025
Q3 		$411K Buy
6,488
+211
+3% +$12.4K 0.25% 92
2025
Q2 		$369K Buy
6,277
+11
+0.2% +$649 0.25% 104
2025
Q1 		$374K Sell
6,266
-166
-3% -$9.5K 0.29% 103
2024
Q4 		$348K Buy
6,432
+532
+9% +$28.7K 0.24% 105
2024
Q3 		$251K Hold
5,900
– – 0.16% 127
2024
Q2 		$251K Sell
5,900
-1,391
-19% -$55.8K 0.18% 120
2024
Q1 		$284K Buy
7,291
+245
+3% +$8.71K 0.2% 113
2023
Q4 		$245K Buy
+7,046
New +$247K 0.22% 107

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

Richardson Financial Services's WMB Position: Q1 2026 in Review

Richardson Financial Services reduced its Williams Companies (WMB) stake by 1.4% in Q1 2026, selling an estimated $6.58K and leaving 6,681 shares worth $486K. The position accounts for 0.3% of the portfolio, ranked #82.

Richardson Financial Services 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.

  • Richardson Financial Services held 6,681 shares of Williams Companies worth $486K as of Q1 2026.
  • Richardson Financial Services sold 95 Williams Companies shares in Q1 2026, an estimated $6.58K.
  • Williams Companies made up 0.3% of Richardson Financial Services's portfolio in Q1 2026, its #82 holding.
  • Richardson Financial Services 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 Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.