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Uniting Wealth Partners’s Williams Companies WMB Stock Holding History

Uniting 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 		$271K Sell
3,721
-2
-0.1% -$138 0.06% 160
2025
Q4 		$224K Buy
3,723
+189
+5% +$11.4K 0.07% 143
2025
Q3 		$224K Buy
+3,534
New +$207K 0.05% 172

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

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

Uniting Wealth Partners reduced its Williams Companies (WMB) stake by 0.05% in Q1 2026, selling an estimated $138 and leaving 3,721 shares worth $271K. The position accounts for 0.06% of the portfolio, ranked #160.

Uniting Wealth Partners first reported a position in WMB in Q3 2025 and has held it in 3 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Uniting Wealth Partners held 3,721 shares of Williams Companies worth $271K as of Q1 2026.
  • Uniting Wealth Partners sold 2 Williams Companies shares in Q1 2026, an estimated $138.
  • Williams Companies made up 0.06% of Uniting Wealth Partners's portfolio in Q1 2026, its #160 holding.
  • Uniting Wealth Partners first reported a position in Williams Companies in Q3 2025 and has held it in 3 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Uniting Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.