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WealthShield Partners’s Williams Companies WMB Stock Holding History

WealthShield 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 		– Sell
-3,157
Closed -$230K – 606
2026
Q1 		$230K Buy
+3,157
New +$219K 0.03% 323
2025
Q4 		– Sell
-3,202
Closed -$203K – 597
2025
Q3 		$203K Buy
+3,202
New +$188K 0.02% 342
2021
Q3 		– Sell
-3,612
Closed -$96K – 747
2021
Q2 		$96K Buy
3,612
+1,743
+93% +$44.6K 0.02% 368
2021
Q1 		$44K Buy
+1,869
New +$42.5K 0.01% 480

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthShield Partners's WMB Position: Q2 2026 in Review

WealthShield Partners sold out of Williams Companies (WMB) in Q2 2026, closing a stake of 3,157 shares — an estimated $230K sold.

WealthShield Partners first reported a position in WMB in Q1 2021 and held it in 4 quarters. The position peaked at $230K in Q1 2026. 1,550 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • WealthShield Partners reported no remaining Williams Companies position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 3,157 Williams Companies shares in Q2 2026, an estimated $230K.
  • WealthShield Partners first reported a position in Williams Companies in Q1 2021 and held it in 4 quarters.
  • WealthShield Partners's Williams Companies position peaked at $230K in Q1 2026.
  • 1,550 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

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