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Shepherd Financial Partners’s Williams Companies WMB Stock Holding History

Shepherd Financial 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 		$1.39M Buy
19,062
+28
+0.1% +$1.94K 0.13% 96
2025
Q4 		$1.14M Buy
19,034
+426
+2% +$25.8K 0.11% 108
2025
Q3 		$1.18M Buy
18,608
+318
+2% +$18.7K 0.11% 109
2025
Q2 		$1.15M Buy
18,290
+61
+0.3% +$3.6K 0.12% 106
2025
Q1 		$1.09M Buy
18,229
+19
+0.1% +$1.09K 0.13% 103
2024
Q4 		$986K Buy
18,210
+86
+0.5% +$4.63K 0.12% 99
2024
Q3 		$827K Buy
+18,124
New +$797K 0.1% 110

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

Shepherd Financial Partners's WMB Position: Q1 2026 in Review

Shepherd Financial Partners increased its Williams Companies (WMB) stake by 0.15% in Q1 2026, buying an estimated $1.94K and bringing the position to 19,062 shares worth $1.39M. The position accounts for 0.13% of the portfolio, ranked #96.

Shepherd Financial Partners first reported a position in WMB in Q3 2024 and has held it in 7 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Shepherd Financial Partners held 19,062 shares of Williams Companies worth $1.39M as of Q1 2026.
  • Shepherd Financial Partners bought 28 Williams Companies shares in Q1 2026, an estimated $1.94K.
  • Williams Companies made up 0.13% of Shepherd Financial Partners's portfolio in Q1 2026, its #96 holding.
  • Shepherd Financial Partners first reported a position in Williams Companies in Q3 2024 and has held it in 7 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.