Aspiriant LLC
WMB icon

Aspiriant LLC’s Williams Companies WMB Stock Holding History

Aspiriant LLC’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 		$204K Sell
2,998
-209
-7% -$15.2K 0.01% 405
2026
Q2 		$238K Buy
+3,207
New +$236K 0.01% 356
2025
Q3 		– Sell
-4,820
Closed -$303K – 321
2025
Q2 		$303K Buy
+4,820
New +$285K 0.01% 252

Other funds holding WMB

Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 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
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
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Aspiriant LLC's WMB Position: Q3 2026 in Review

Aspiriant LLC reduced its Williams Companies (WMB) stake by 6.5% in Q3 2026, selling an estimated $15.2K and leaving 2,998 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #405.

Aspiriant LLC first reported a position in WMB in Q2 2025 and has held it in 3 quarters since. The position peaked at $303K in Q2 2025. 331 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Aspiriant LLC held 2,998 shares of Williams Companies worth $204K as of Q3 2026.
  • Aspiriant LLC sold 209 Williams Companies shares in Q3 2026, an estimated $15.2K.
  • Williams Companies made up 0.01% of Aspiriant LLC's portfolio in Q3 2026, its #405 holding.
  • Aspiriant LLC first reported a position in Williams Companies in Q2 2025 and has held it in 3 quarters since.
  • Aspiriant LLC's Williams Companies position peaked at $303K in Q2 2025.
  • 331 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.