ARS Wealth Advisors Group
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ARS Wealth Advisors Group’s Williams Companies WMB Stock Holding History

ARS Wealth Advisors 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 		$221K Hold
3,249
– – 0.02% 204
2026
Q2 		$242K Buy
3,249
+60
+2% +$4.42K 0.02% 201
2026
Q1 		$232K Buy
+3,189
New +$221K 0.02% 185
2025
Q4 		– Sell
-3,179
Closed -$201K – 201
2025
Q3 		$201K Buy
+3,179
New +$187K 0.02% 185

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

ARS Wealth Advisors Group's WMB Position: Q3 2026 in Review

ARS Wealth Advisors Group held its Williams Companies (WMB) position steady in Q3 2026 at 3,249 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #204.

ARS Wealth Advisors Group first reported a position in WMB in Q3 2025 and has held it in 4 quarters since. The position peaked at $242K in Q2 2026. 1,350 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • ARS Wealth Advisors Group held 3,249 shares of Williams Companies worth $221K as of Q3 2026.
  • ARS Wealth Advisors Group left its Williams Companies share count unchanged in Q3 2026.
  • Williams Companies made up 0.02% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #204 holding.
  • ARS Wealth Advisors Group first reported a position in Williams Companies in Q3 2025 and has held it in 4 quarters since.
  • ARS Wealth Advisors Group's Williams Companies position peaked at $242K in Q2 2026.
  • 1,350 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.