Apella Capital
WMB icon

Apella Capital’s Williams Companies WMB Stock Holding History

Apella Capital’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 		$524K Buy
7,332
+1,344
+22% +$97.8K 0.01% 499
2026
Q2 		$450K Buy
5,988
+134
+2% +$9.9K 0.01% 491
2026
Q1 		$417K Buy
5,854
+954
+19% +$66.1K 0.01% 488
2025
Q4 		$295K Buy
4,900
+32
+0.7% +$1.94K 0.01% 442
2025
Q3 		$304K Buy
4,868
+463
+11% +$27.2K 0.01% 390
2025
Q2 		$258K Buy
4,405
+123
+3% +$7.26K 0.01% 375
2025
Q1 		$242K Buy
4,282
+237
+6% +$13.6K 0.01% 346
2024
Q4 		$219K Buy
+4,045
New +$218K 0.01% 325

Other funds holding WMB

Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 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
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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

Apella Capital's WMB Position: Q3 2026 in Review

Apella Capital increased its Williams Companies (WMB) stake by 22% in Q3 2026, buying an estimated $97.8K and bringing the position to 7,332 shares worth $524K. The position accounts for 0.01% of the portfolio, ranked #499.

Apella Capital first reported a position in WMB in Q4 2024 and has held it in 8 quarters since. 469 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Apella Capital held 7,332 shares of Williams Companies worth $524K as of Q3 2026.
  • Apella Capital bought 1,344 Williams Companies shares in Q3 2026, an estimated $97.8K.
  • Williams Companies made up 0.01% of Apella Capital's portfolio in Q3 2026, its #499 holding.
  • Apella Capital first reported a position in Williams Companies in Q4 2024 and has held it in 8 quarters since.
  • 469 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.