Apollon Wealth Management
WMB icon

Apollon Wealth Management’s Williams Companies WMB Stock Holding History

Apollon Wealth 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 		$1.65M Sell
24,206
-18,893
-44% -$1.37M 0.02% 548
2026
Q2 		$3.2M Buy
43,099
+9,008
+26% +$663K 0.04% 385
2026
Q1 		$2.48M Sell
34,091
-1,419
-4% -$98.2K 0.04% 346
2025
Q4 		$2.13M Sell
35,510
-1,455
-4% -$88K 0.04% 361
2025
Q3 		$2.34M Sell
36,965
-319
-0.9% -$18.7K 0.04% 353
2025
Q2 		$2.34M Sell
37,284
-1,078
-3% -$63.6K 0.05% 329
2025
Q1 		$2.29M Buy
38,362
+5,545
+17% +$317K 0.05% 300
2024
Q4 		$1.78M Buy
32,817
+697
+2% +$37.6K 0.04% 364
2024
Q3 		$1.47M Buy
32,120
+1,917
+6% +$84.3K 0.04% 375
2024
Q2 		$1.28M Sell
30,203
-2,750
-8% -$110K 0.04% 391
2024
Q1 		$1.28M Buy
32,953
+8,215
+33% +$292K 0.04% 396
2023
Q4 		$862K Buy
24,738
+4,250
+21% +$149K 0.03% 495
2023
Q3 		$690K Buy
20,488
+5,686
+38% +$194K 0.03% 462
2023
Q2 		$483K Buy
14,802
+392
+3% +$11.8K 0.02% 600
2023
Q1 		$430K Sell
14,410
-2,021
-12% -$62.4K 0.03% 579
2022
Q4 		$541K Buy
16,431
+3,743
+30% +$122K 0.04% 488
2022
Q3 		$363K Buy
12,688
+376
+3% +$12.2K 0.03% 537
2022
Q2 		$384K Buy
12,312
+3,490
+40% +$120K 0.03% 500
2022
Q1 		$295K Sell
8,822
-720
-8% -$22K 0.02% 597
2021
Q4 		$248K Buy
+9,542
New +$264K 0.02% 636
2020
Q3 		– Sell
-819
Closed -$16K – 686
2020
Q2 		$16K Buy
+819
New +$15.2K 0.01% 422

Other funds holding WMB

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Apollon Wealth Management's WMB Position: Q3 2026 in Review

Apollon Wealth Management reduced its Williams Companies (WMB) stake by 44% in Q3 2026, selling an estimated $1.37M and leaving 24,206 shares worth $1.65M. The position accounts for 0.02% of the portfolio, ranked #548.

Apollon Wealth Management first reported a position in WMB in Q2 2020 and has held it in 21 quarters since. The position peaked at $3.2M in Q2 2026. 1,350 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Apollon Wealth Management held 24,206 shares of Williams Companies worth $1.65M as of Q3 2026.
  • Apollon Wealth Management sold 18,893 Williams Companies shares in Q3 2026, an estimated $1.37M.
  • Williams Companies made up 0.02% of Apollon Wealth Management's portfolio in Q3 2026, its #548 holding.
  • Apollon Wealth Management first reported a position in Williams Companies in Q2 2020 and has held it in 21 quarters since.
  • Apollon Wealth Management's Williams Companies position peaked at $3.2M in Q2 2026.
  • 1,350 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.