Aurora Private Wealth’s Williams Companies WMB Stock Holding History

Aurora Private Wealth’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	–	Sell	-3,308	Closed	-$246K	–	183
2026 Q2	$246K	Sell	3,308 -322	-9%	-$23.7K	0.16%	149
2026 Q1	$262K	Sell	3,630 -556	-13%	-$38.5K	0.19%	131
2025 Q4	$252K	Buy	+4,186	New	+$253K	0.17%	136
2025 Q2	$266K	Buy	4,229 +35	+0.8%	+$2.07K	0.2%	128
2025 Q1	$251K	Buy	4,194 +1	+0%	+$57	0.2%	119
2024 Q4	$227K	Sell	4,193 -1,031	-20%	-$55.6K	0.17%	136
2024 Q3	$238K	Buy	5,224 +8	+0.2%	+$352	0.19%	133
2024 Q2	$222K	Sell	5,216 -142	-3%	-$5.7K	0.19%	135
2024 Q1	$209K	Buy	+5,358	New	+$190K	0.18%	146

Other funds holding WMB

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Aurora Private Wealth's WMB Position: Q3 2026 in Review

Aurora Private Wealth sold out of Williams Companies (WMB) in Q3 2026, closing a stake of 3,308 shares — an estimated $246K sold.

Aurora Private Wealth first reported a position in WMB in Q1 2024 and held it in 9 quarters. The position peaked at $266K in Q2 2025. 890 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Aurora Private Wealth reported no remaining Williams Companies position as of Q3 2026 after selling out during the quarter.
Aurora Private Wealth sold 3,308 Williams Companies shares in Q3 2026, an estimated $246K.
Aurora Private Wealth first reported a position in Williams Companies in Q1 2024 and held it in 9 quarters.
Aurora Private Wealth's Williams Companies position peaked at $266K in Q2 2025.
890 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Aurora Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.