1WM
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1900 Wealth Management’s Williams Companies WMB Stock Holding History

1900 Wealth Management’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
Q3 		$603K Sell
8,873
-63
-0.7% -$4.58K 0.03% 182
2026
Q2 		$664K Buy
8,936
+904
+11% +$66.5K 0.04% 152
2026
Q1 		$585K Buy
8,032
+4,172
+108% +$289K 0.04% 153
2025
Q4 		$232K Buy
3,860
+28
+0.7% +$1.69K 0.01% 228
2025
Q3 		$243K Buy
+3,832
New +$225K 0.02% 213

Other funds holding WMB

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return

1900 Wealth Management's WMB Position: Q3 2026 in Review

1900 Wealth Management reduced its Williams Companies (WMB) stake by 0.71% in Q3 2026, selling an estimated $4.58K and leaving 8,873 shares worth $603K. The position accounts for 0.03% of the portfolio, ranked #182.

1900 Wealth Management first reported a position in WMB in Q3 2025 and has held it in 5 quarters since. The position peaked at $664K in Q2 2026. 154 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • 1900 Wealth Management held 8,873 shares of Williams Companies worth $603K as of Q3 2026.
  • 1900 Wealth Management sold 63 Williams Companies shares in Q3 2026, an estimated $4.58K.
  • Williams Companies made up 0.03% of 1900 Wealth Management's portfolio in Q3 2026, its #182 holding.
  • 1900 Wealth Management first reported a position in Williams Companies in Q3 2025 and has held it in 5 quarters since.
  • 1900 Wealth Management's Williams Companies position peaked at $664K in Q2 2026.
  • 154 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on 1900 Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.