Aspect Partners’s Williams Companies WMB Stock Holding History

Aspect Partners’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	$22.7K	Sell	334 -1	-0.3%	-$73	0.01%	185
2026 Q2	$24.9K	Hold	335	–	–	0.01%	181
2026 Q1	$24.4K	Sell	335 -1	-0.3%	-$69	0.01%	172
2025 Q4	$20.2K	Sell	336 -243	-42%	-$14.7K	0.01%	198
2025 Q3	$36.7K	Sell	579 -3	-0.5%	-$176	0.02%	174
2025 Q2	$36.6K	Buy	582 +261	+81%	+$15.4K	0.02%	170
2025 Q1	$19.2K	Sell	321 -6	-2%	-$343	0.01%	197
2024 Q4	$17.7K	Sell	327 -2	-0.6%	-$108	0.01%	213
2024 Q3	$15K	Hold	329	–	–	0.01%	223
2024 Q2	$14K	Hold	329	–	–	0.01%	225
2024 Q1	$12.8K	Hold	329	–	–	0.01%	240
2023 Q4	$11.5K	Buy	+329	New	+$11.5K	0.01%	243

Other funds holding WMB

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Aspect Partners's WMB Position: Q3 2026 in Review

Aspect Partners reduced its Williams Companies (WMB) stake by 0.3% in Q3 2026, selling an estimated $73 and leaving 334 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #185.

Aspect Partners first reported a position in WMB in Q4 2023 and has held it in 12 quarters since. The position peaked at $36.7K in Q3 2025. 469 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Aspect Partners held 334 shares of Williams Companies worth $22.7K as of Q3 2026.
Aspect Partners sold 1 Williams Companies share in Q3 2026, an estimated $73.
Williams Companies made up 0.01% of Aspect Partners's portfolio in Q3 2026, its #185 holding.
Aspect Partners first reported a position in Williams Companies in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's Williams Companies position peaked at $36.7K in Q3 2025.
469 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.