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Acropolis Investment Management’s Williams Companies WMB Stock Holding History

Acropolis Investment 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 		$200K Buy
2,942
+40
+1% +$2.91K 0.01% 289
2026
Q2 		$216K Buy
2,902
+51
+2% +$3.75K 0.01% 278
2026
Q1 		$207K Buy
+2,851
New +$197K 0.01% 280
2025
Q2 		– Sell
-2,631
Closed -$157K – 303
2025
Q1 		$157K Buy
2,631
+17
+0.7% +$973 0.01% 250
2024
Q4 		$141K Hold
2,614
– – 0.01% 269
2024
Q3 		$119K Sell
2,614
-2
-0.1% -$88 0.01% 280
2024
Q2 		$111K Hold
2,616
– – 0.01% 277
2024
Q1 		$102K Buy
+2,616
New +$92.9K 0.01% 281

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
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Acropolis Investment Management's WMB Position: Q3 2026 in Review

Acropolis Investment Management increased its Williams Companies (WMB) stake by 1.4% in Q3 2026, buying an estimated $2.91K and bringing the position to 2,942 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #289.

Acropolis Investment Management first reported a position in WMB in Q1 2024 and has held it in 8 quarters since. The position peaked at $216K in Q2 2026. 82 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Acropolis Investment Management held 2,942 shares of Williams Companies worth $200K as of Q3 2026.
  • Acropolis Investment Management bought 40 Williams Companies shares in Q3 2026, an estimated $2.91K.
  • Williams Companies made up 0.01% of Acropolis Investment Management's portfolio in Q3 2026, its #289 holding.
  • Acropolis Investment Management first reported a position in Williams Companies in Q1 2024 and has held it in 8 quarters since.
  • Acropolis Investment Management's Williams Companies position peaked at $216K in Q2 2026.
  • 82 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Acropolis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.