ACT Advisors
WMB icon

ACT Advisors’s Williams Companies WMB Stock Holding History

ACT Advisors’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 		$315K Buy
4,636
+68
+1% +$4.95K 0.1% 62
2026
Q2 		$340K Buy
4,568
+17
+0.4% +$1.25K 0.11% 56
2026
Q1 		$331K Buy
+4,551
New +$315K 0.14% 50

Other funds holding WMB

Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

ACT Advisors's WMB Position: Q3 2026 in Review

ACT Advisors increased its Williams Companies (WMB) stake by 1.5% in Q3 2026, buying an estimated $4.95K and bringing the position to 4,636 shares worth $315K. The position accounts for 0.1% of the portfolio, ranked #62.

ACT Advisors first reported a position in WMB in Q1 2026 and has held it in 3 quarters since. The position peaked at $340K in Q2 2026. 330 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • ACT Advisors held 4,636 shares of Williams Companies worth $315K as of Q3 2026.
  • ACT Advisors bought 68 Williams Companies shares in Q3 2026, an estimated $4.95K.
  • Williams Companies made up 0.1% of ACT Advisors's portfolio in Q3 2026, its #62 holding.
  • ACT Advisors first reported a position in Williams Companies in Q1 2026 and has held it in 3 quarters since.
  • ACT Advisors's Williams Companies position peaked at $340K in Q2 2026.
  • 330 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on ACT Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.