TWP
WMB icon

Triad Wealth Partners’s Williams Companies WMB Stock Holding History

Triad 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 		$243K Buy
+3,454
New +$254K 0.01% 496
2024
Q3 		– Sell
-551
Closed -$23.4K – 945
2024
Q2 		$23.4K Buy
+551
New +$22.1K 0.01% 321

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 $3.38T AUM 44.17% 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

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

Triad Wealth Partners opened a new position in Williams Companies (WMB) in Q2 2026: 3,454 shares worth $243K. The stake represents 0.01% of the portfolio and ranks #496 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in WMB as recently as Q2 2024.

Triad Wealth Partners first reported a position in WMB in Q2 2024 and has held it in 2 quarters since. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Triad Wealth Partners held 3,454 shares of Williams Companies worth $243K as of Q2 2026.
  • Williams Companies was a new Triad Wealth Partners position in Q2 2026.
  • Williams Companies made up 0.01% of Triad Wealth Partners's portfolio in Q2 2026, its #496 holding.
  • Triad Wealth Partners first reported a position in Williams Companies in Q2 2024 and has held it in 2 quarters since.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

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