Tower Wealth Partners’s Williams Companies WMB Stock Holding History

Tower 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	$419K	Buy	5,751 +397	+7%	+$27.5K	0.23%	54
2025 Q4	$322K	Buy	5,354 +244	+5%	+$14.8K	0.18%	61
2025 Q3	$324K	Sell	5,110 -380	-7%	-$22.3K	0.18%	58
2025 Q2	$345K	Buy	5,490 +407	+8%	+$24K	0.2%	55
2025 Q1	$304K	Buy	5,083 +492	+11%	+$28.2K	0.16%	57
2024 Q4	$248K	Buy	4,591 +191	+4%	+$10.3K	0.13%	61
2024 Q3	$201K	Buy	+4,400	New	+$193K	0.12%	75

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

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

Tower Wealth Partners increased its Williams Companies (WMB) stake by 7.4% in Q1 2026, buying an estimated $27.5K and bringing the position to 5,751 shares worth $419K. The position accounts for 0.23% of the portfolio, ranked #54.

Tower Wealth 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.

Tower Wealth Partners held 5,751 shares of Williams Companies worth $419K as of Q1 2026.
Tower Wealth Partners bought 397 Williams Companies shares in Q1 2026, an estimated $27.5K.
Williams Companies made up 0.23% of Tower Wealth Partners's portfolio in Q1 2026, its #54 holding.
Tower Wealth 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 Tower Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.