AAFMAA Wealth Management & Trust
WMB icon

AAFMAA Wealth Management & Trust’s Williams Companies WMB Stock Holding History

AAFMAA Wealth Management & Trust’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 		$266K Sell
3,917
-33
-0.8% -$2.4K 0.09% 89
2026
Q2 		$294K Buy
3,950
+67
+2% +$4.93K 0.1% 87
2026
Q1 		$283K Buy
+3,883
New +$269K 0.11% 89

Other funds holding WMB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

AAFMAA Wealth Management & Trust's WMB Position: Q3 2026 in Review

AAFMAA Wealth Management & Trust reduced its Williams Companies (WMB) stake by 0.84% in Q3 2026, selling an estimated $2.4K and leaving 3,917 shares worth $266K. The position accounts for 0.09% of the portfolio, ranked #89.

AAFMAA Wealth Management & Trust first reported a position in WMB in Q1 2026 and has held it in 3 quarters since. The position peaked at $294K in Q2 2026. 982 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • AAFMAA Wealth Management & Trust held 3,917 shares of Williams Companies worth $266K as of Q3 2026.
  • AAFMAA Wealth Management & Trust sold 33 Williams Companies shares in Q3 2026, an estimated $2.4K.
  • Williams Companies made up 0.09% of AAFMAA Wealth Management & Trust's portfolio in Q3 2026, its #89 holding.
  • AAFMAA Wealth Management & Trust first reported a position in Williams Companies in Q1 2026 and has held it in 3 quarters since.
  • AAFMAA Wealth Management & Trust's Williams Companies position peaked at $294K in Q2 2026.
  • 982 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q3 2026, filed 14 Oct 2026.