Aletheian Wealth Advisors’s Williams Companies WMB Stock Holding History

Aletheian Wealth 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	$262K	Buy	3,859 +29	+0.8%	+$2.11K	0.11%	93
2026 Q2	$285K	Buy	3,830 +140	+4%	+$10.3K	0.12%	90
2026 Q1	$269K	Buy	+3,690	New	+$255K	0.13%	76
2025 Q3	$232K	Sell	3,670 -49	-1%	-$2.88K	0.11%	87
2025 Q2	$234K	Buy	3,719 +4	+0.1%	+$236	0.11%	87
2025 Q1	$222K	Buy	+3,715	New	+$213K	0.12%	85

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

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

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Aletheian Wealth Advisors's WMB Position: Q3 2026 in Review

Aletheian Wealth Advisors increased its Williams Companies (WMB) stake by 0.76% in Q3 2026, buying an estimated $2.11K and bringing the position to 3,859 shares worth $262K. The position accounts for 0.11% of the portfolio, ranked #93.

Aletheian Wealth Advisors first reported a position in WMB in Q1 2025 and has held it in 6 quarters since. The position peaked at $285K in Q2 2026. 82 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Aletheian Wealth Advisors held 3,859 shares of Williams Companies worth $262K as of Q3 2026.
Aletheian Wealth Advisors bought 29 Williams Companies shares in Q3 2026, an estimated $2.11K.
Williams Companies made up 0.11% of Aletheian Wealth Advisors's portfolio in Q3 2026, its #93 holding.
Aletheian Wealth Advisors first reported a position in Williams Companies in Q1 2025 and has held it in 6 quarters since.
Aletheian Wealth Advisors's Williams Companies position peaked at $285K in Q2 2026.
82 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.