Sagespring Wealth Partners’s Williams Companies WMB Stock Holding History

Sagespring 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	$1.97M	Sell	27,035 -556	-2%	-$38.5K	0.04%	202
2025 Q4	$1.66M	Sell	27,591 -752	-3%	-$45.5K	0.03%	216
2025 Q3	$1.8M	Sell	28,343 -838	-3%	-$49.2K	0.04%	200
2025 Q2	$1.83M	Buy	29,181 +5,929	+25%	+$350K	0.04%	183
2025 Q1	$1.39M	Buy	23,252 +426	+2%	+$24.4K	0.04%	196
2024 Q4	$1.24M	Buy	+22,826	New	+$1.23M	0.03%	192

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Sagespring Wealth Partners reduced its Williams Companies (WMB) stake by 2% in Q1 2026, selling an estimated $38.5K and leaving 27,035 shares worth $1.97M. The position accounts for 0.04% of the portfolio, ranked #202.

Sagespring Wealth Partners first reported a position in WMB in Q4 2024 and has held it in 6 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Sagespring Wealth Partners held 27,035 shares of Williams Companies worth $1.97M as of Q1 2026.
Sagespring Wealth Partners sold 556 Williams Companies shares in Q1 2026, an estimated $38.5K.
Williams Companies made up 0.04% of Sagespring Wealth Partners's portfolio in Q1 2026, its #202 holding.
Sagespring Wealth Partners first reported a position in Williams Companies in Q4 2024 and has held it in 6 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.