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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
Q2 		$1.36M Sell
18,262
-800
-4% -$58.9K 0.11% 106
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 $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

Shepherd Financial Partners's WMB Position: Q2 2026 in Review

Shepherd Financial Partners reduced its Williams Companies (WMB) stake by 4.2% in Q2 2026, selling an estimated $58.9K and leaving 18,262 shares worth $1.36M. The position accounts for 0.11% of the portfolio, ranked #106.

Shepherd Financial Partners first reported a position in WMB in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.39M in Q1 2026. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Shepherd Financial Partners held 18,262 shares of Williams Companies worth $1.36M as of Q2 2026.
  • Shepherd Financial Partners sold 800 Williams Companies shares in Q2 2026, an estimated $58.9K.
  • Williams Companies made up 0.11% of Shepherd Financial Partners's portfolio in Q2 2026, its #106 holding.
  • Shepherd Financial Partners first reported a position in Williams Companies in Q3 2024 and has held it in 8 quarters since.
  • Shepherd Financial Partners's Williams Companies position peaked at $1.39M in Q1 2026.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.