Allen Capital Group’s Williams Companies WMB Stock Holding History

Allen Capital Group’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	$217K	Sell	3,187 -79	-2%	-$5.75K	0.02%	294
2026 Q2	$243K	Buy	3,266 +334	+11%	+$24.6K	0.02%	269
2026 Q1	$213K	Buy	+2,932	New	+$203K	0.02%	265
2025 Q1	–	Sell	-4,158	Closed	-$225K	–	249
2024 Q4	$225K	Buy	+4,158	New	+$224K	0.03%	210
2024 Q3	–	Sell	-6,729	Closed	-$286K	–	231
2024 Q2	$286K	Sell	6,729 -691	-9%	-$27.7K	0.04%	180
2024 Q1	$289K	Sell	7,420 -1,672	-18%	-$59.4K	0.04%	168
2023 Q4	$317K	Sell	9,092 -478	-5%	-$16.8K	0.05%	143
2023 Q3	$315K	Buy	9,570 +820	+9%	+$28K	0.06%	133
2023 Q2	$286K	Hold	8,750	–	–	0.05%	143
2023 Q1	$261K	Buy	+8,750	New	+$270K	0.05%	152
2021 Q2	–	Sell	-9,110	Closed	-$216K	–	169
2021 Q1	$216K	Buy	+9,110	New	+$207K	0.05%	140
2020 Q2	–	Sell	-10,745	Closed	-$152K	–	138
2020 Q1	$152K	Buy	+10,745	New	+$208K	0.05%	123

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

Allen Capital Group's WMB Position: Q3 2026 in Review

Allen Capital Group reduced its Williams Companies (WMB) stake by 2.4% in Q3 2026, selling an estimated $5.75K and leaving 3,187 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #294.

Allen Capital Group first reported a position in WMB in Q1 2020 and has held it in 12 quarters since. The position peaked at $317K in Q4 2023. 973 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Allen Capital Group held 3,187 shares of Williams Companies worth $217K as of Q3 2026.
Allen Capital Group sold 79 Williams Companies shares in Q3 2026, an estimated $5.75K.
Williams Companies made up 0.02% of Allen Capital Group's portfolio in Q3 2026, its #294 holding.
Allen Capital Group first reported a position in Williams Companies in Q1 2020 and has held it in 12 quarters since.
Allen Capital Group's Williams Companies position peaked at $317K in Q4 2023.
973 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Allen Capital Group's 13F filing for Q3 2026, filed 27 Oct 2026.