Avidian Wealth Enterprises
WMB icon

Avidian Wealth Enterprises’s Williams Companies WMB Stock Holding History

Avidian Wealth Enterprises’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 		$3.84M Sell
56,522
-43
-0.1% -$3.13K 0.11% 131
2026
Q2 		$4.21M Sell
56,565
-2,158
-4% -$159K 0.12% 125
2026
Q1 		$4.27M Buy
58,723
+42,679
+266% +$2.95M 0.14% 111
2025
Q4 		$964K Sell
16,044
-520
-3% -$31.4K 0.04% 234
2025
Q3 		$1.05M Sell
16,564
-68
-0.4% -$3.99K 0.04% 214
2025
Q2 		$1.04M Sell
16,632
-789
-5% -$46.6K 0.04% 196
2025
Q1 		$1.04M Buy
17,421
+613
+4% +$35.1K 0.05% 194
2024
Q4 		$910K Sell
16,808
-587
-3% -$31.6K 0.04% 201
2024
Q3 		$794K Buy
17,395
+527
+3% +$23.2K 0.04% 220
2024
Q2 		$717K Sell
16,868
-276
-2% -$11.1K 0.03% 231
2024
Q1 		$668K Buy
17,144
+251
+1% +$8.92K 0.03% 218
2023
Q4 		$588K Buy
16,893
+1,292
+8% +$45.3K 0.04% 236
2023
Q3 		$526K Sell
15,601
-769
-5% -$26.2K 0.04% 245
2023
Q2 		$534K Sell
16,370
-27,271
-62% -$818K 0.04% 257
2023
Q1 		$1.3M Sell
43,641
-2,737
-6% -$84.5K 0.07% 171
2022
Q4 		$1.53M Buy
46,378
+25,042
+117% +$815K 0.1% 137
2022
Q3 		$611K Buy
21,336
+5,044
+31% +$164K 0.04% 206
2022
Q2 		$508K Buy
16,292
+380
+2% +$13.1K 0.04% 264
2022
Q1 		$532K Sell
15,912
-7,488
-32% -$229K 0.03% 287
2021
Q4 		$609K Buy
23,400
+7,800
+50% +$216K 0.04% 267
2021
Q3 		$405K Buy
15,600
+2
+0% +$50 0.03% 247
2021
Q2 		$414K Buy
15,598
+2,103
+16% +$53.8K 0.03% 258
2021
Q1 		$320K Sell
13,495
-4
-0% -$91 0.03% 280
2020
Q4 		$271K Sell
13,499
-746
-5% -$15.1K 0.03% 267
2020
Q3 		$280K Sell
14,245
-178
-1% -$3.62K 0.03% 226
2020
Q2 		$274K Buy
14,423
+66
+0.5% +$1.23K 0.04% 210
2020
Q1 		$203K Buy
+14,357
New +$278K 0.03% 194

Other funds holding WMB

Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 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
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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

Avidian Wealth Enterprises's WMB Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Williams Companies (WMB) stake by 0.08% in Q3 2026, selling an estimated $3.13K and leaving 56,522 shares worth $3.84M. The position accounts for 0.11% of the portfolio, ranked #131.

Avidian Wealth Enterprises first reported a position in WMB in Q1 2020 and has held it in 27 quarters since. The position peaked at $4.27M in Q1 2026. 469 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Avidian Wealth Enterprises held 56,522 shares of Williams Companies worth $3.84M as of Q3 2026.
  • Avidian Wealth Enterprises sold 43 Williams Companies shares in Q3 2026, an estimated $3.13K.
  • Williams Companies made up 0.11% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #131 holding.
  • Avidian Wealth Enterprises first reported a position in Williams Companies in Q1 2020 and has held it in 27 quarters since.
  • Avidian Wealth Enterprises's Williams Companies position peaked at $4.27M in Q1 2026.
  • 469 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.