Avestar Capital
WMB icon

Avestar Capital’s Williams Companies WMB Stock Holding History

Avestar Capital’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 		$498K Buy
7,332
+33
+0.5% +$2.4K 0.04% 359
2026
Q2 		$543K Buy
7,299
+273
+4% +$20.1K 0.03% 359
2026
Q1 		$511K Buy
7,026
+82
+1% +$5.68K 0.03% 348
2025
Q4 		$417K Buy
6,944
+240
+4% +$14.5K 0.03% 371
2025
Q3 		$425K Buy
6,704
+1,876
+39% +$110K 0.03% 367
2025
Q2 		$303K Sell
4,828
-198
-4% -$11.7K 0.02% 391
2025
Q1 		$300K Sell
5,026
-1,229
-20% -$70.4K 0.03% 374
2024
Q4 		$339K Buy
6,255
+1,045
+20% +$56.3K 0.03% 361
2024
Q3 		$238K Buy
5,210
+306
+6% +$13.5K 0.02% 411
2024
Q2 		$208K Buy
+4,904
New +$197K 0.02% 414
2019
Q3 		– Sell
-3,614
Closed -$98K – 846
2019
Q2 		$98K Sell
3,614
-1,010
-22% -$28.1K 0.06% 194
2019
Q1 		$129K Buy
4,624
+373
+9% +$10K 0.08% 161
2018
Q4 		$89K Sell
4,251
-571
-12% -$14.3K 0.06% 194
2018
Q3 		$127K Buy
4,822
+3,384
+235% +$98.2K 0.07% 170
2018
Q2 		$35K Buy
1,438
+367
+34% +$9.7K 0.02% 302
2018
Q1 		$24K Sell
1,071
-359
-25% -$10.6K 0.02% 312
2017
Q4 		$39K Buy
+1,430
New +$41.6K 0.03% 274

Other funds holding WMB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Avestar Capital's WMB Position: Q3 2026 in Review

Avestar Capital increased its Williams Companies (WMB) stake by 0.45% in Q3 2026, buying an estimated $2.4K and bringing the position to 7,332 shares worth $498K. The position accounts for 0.04% of the portfolio, ranked #359.

Avestar Capital first reported a position in WMB in Q4 2017 and has held it in 17 quarters since. The position peaked at $543K in Q2 2026. 1,145 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Avestar Capital held 7,332 shares of Williams Companies worth $498K as of Q3 2026.
  • Avestar Capital bought 33 Williams Companies shares in Q3 2026, an estimated $2.4K.
  • Williams Companies made up 0.04% of Avestar Capital's portfolio in Q3 2026, its #359 holding.
  • Avestar Capital first reported a position in Williams Companies in Q4 2017 and has held it in 17 quarters since.
  • Avestar Capital's Williams Companies position peaked at $543K in Q2 2026.
  • 1,145 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.