Rothwell Investment Advisors, LLC’s Williams Companies WMB Stock Holding History

Rothwell Investment Advisors, LLC’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	$3.66K	Buy	+54	New	+$3.93K	﹤0.01%	965

Other funds holding WMB

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Rothwell Investment Advisors, LLC's WMB Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Williams Companies (WMB) in Q3 2026: 54 shares worth $3.66K. The stake represents ﹤0.01% of the portfolio and ranks #965 among its holdings.

973 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Rothwell Investment Advisors, LLC held 54 shares of Williams Companies worth $3.66K as of Q3 2026.
Williams Companies was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Williams Companies made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #965 holding.
973 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.