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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
Q2 		$1.98M Sell
26,621
-414
-2% -$30.5K 0.03% 219
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
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

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

Sagespring Wealth Partners reduced its Williams Companies (WMB) stake by 1.5% in Q2 2026, selling an estimated $30.5K and leaving 26,621 shares worth $1.98M. The position accounts for 0.03% of the portfolio, ranked #219.

Sagespring Wealth Partners first reported a position in WMB in Q4 2024 and has held it in 7 quarters since. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Sagespring Wealth Partners held 26,621 shares of Williams Companies worth $1.98M as of Q2 2026.
  • Sagespring Wealth Partners sold 414 Williams Companies shares in Q2 2026, an estimated $30.5K.
  • Williams Companies made up 0.03% of Sagespring Wealth Partners's portfolio in Q2 2026, its #219 holding.
  • Sagespring Wealth Partners first reported a position in Williams Companies in Q4 2024 and has held it in 7 quarters since.
  • 1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.