SWP
WMB icon

Strategic Wealth Partners’s Williams Companies WMB Stock Holding History

Strategic 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 		$130K Sell
1,747
-663
-28% -$48.8K 0.01% 362
2026
Q1 		$175K Buy
2,410
+15
+0.6% +$1.04K 0.01% 318
2025
Q4 		$144K Buy
2,395
+2,161
+924% +$131K 0.01% 362
2025
Q3 		$14.8K Buy
234
+152
+185% +$8.92K ﹤0.01% 807
2025
Q2 		$5.13K Buy
+82
New +$4.84K ﹤0.01% 894

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

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

Strategic Wealth Partners reduced its Williams Companies (WMB) stake by 28% in Q2 2026, selling an estimated $48.8K and leaving 1,747 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #362.

Strategic Wealth Partners first reported a position in WMB in Q2 2025 and has held it in 5 quarters since. The position peaked at $175K in Q1 2026. 1,820 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Strategic Wealth Partners held 1,747 shares of Williams Companies worth $130K as of Q2 2026.
  • Strategic Wealth Partners sold 663 Williams Companies shares in Q2 2026, an estimated $48.8K.
  • Williams Companies made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #362 holding.
  • Strategic Wealth Partners first reported a position in Williams Companies in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Williams Companies position peaked at $175K in Q1 2026.
  • 1,820 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.