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RWA Wealth Partners’s Williams Companies WMB Stock Holding History

RWA 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 		$1.57M Buy
21,148
+51
+0.2% +$3.75K 0.02% 299
2026
Q1 		$1.54M Buy
21,097
+95
+0.5% +$6.58K 0.02% 289
2025
Q4 		$1.26M Sell
21,002
-80
-0.4% -$4.84K 0.01% 321
2025
Q3 		$1.34M Buy
21,082
+1,375
+7% +$80.7K 0.02% 310
2025
Q2 		$1.24M Buy
19,707
+6,019
+44% +$355K 0.02% 296
2025
Q1 		$818K Sell
13,688
-1,277
-9% -$73.1K 0.01% 352
2024
Q4 		$810K Buy
14,965
+688
+5% +$37.1K 0.01% 354
2024
Q3 		$652K Buy
14,277
+84
+0.6% +$3.69K 0.01% 377
2024
Q2 		$603K Buy
14,193
+16
+0.1% +$642 0.01% 371
2024
Q1 		$552K Sell
14,177
-2,345
-14% -$83.3K 0.01% 380
2023
Q4 		$575K Buy
+16,522
New +$580K 0.01% 367

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

RWA Wealth Partners's WMB Position: Q2 2026 in Review

RWA Wealth Partners increased its Williams Companies (WMB) stake by 0.24% in Q2 2026, buying an estimated $3.75K and bringing the position to 21,148 shares worth $1.57M. The position accounts for 0.02% of the portfolio, ranked #299.

RWA Wealth Partners first reported a position in WMB in Q4 2023 and has held it in 11 quarters since. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • RWA Wealth Partners held 21,148 shares of Williams Companies worth $1.57M as of Q2 2026.
  • RWA Wealth Partners bought 51 Williams Companies shares in Q2 2026, an estimated $3.75K.
  • Williams Companies made up 0.02% of RWA Wealth Partners's portfolio in Q2 2026, its #299 holding.
  • RWA Wealth Partners first reported a position in Williams Companies in Q4 2023 and has held it in 11 quarters since.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.