Beech Hill Advisors
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Beech Hill Advisors’s Williams Companies WMB Stock Holding History

Beech Hill Advisors’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 		$1.43M Sell
20,969
-1,305
-6% -$94.9K 0.65% 58
2026
Q2 		$1.66M Sell
22,274
-1,579
-7% -$116K 0.73% 52
2026
Q1 		$1.74M Sell
23,853
-2,170
-8% -$150K 0.87% 50
2025
Q4 		$1.56M Sell
26,023
-800
-3% -$48.4K 0.75% 55
2025
Q3 		$1.7M Sell
26,823
-740
-3% -$43.4K 0.79% 52
2025
Q2 		$1.73M Sell
27,563
-5,625
-17% -$332K 0.78% 53
2025
Q1 		$1.98M Sell
33,188
-895
-3% -$51.2K 0.79% 53
2024
Q4 		$1.84M Sell
34,083
-1,517
-4% -$81.8K 0.69% 55
2024
Q3 		$1.63M Sell
35,600
-1,350
-4% -$59.3K 0.62% 54
2024
Q2 		$1.57M Sell
36,950
-110
-0.3% -$4.41K 0.65% 50
2024
Q1 		$1.44M Buy
37,060
+385
+1% +$13.7K 0.6% 53
2023
Q4 		$1.28M Buy
36,675
+455
+1% +$16K 0.62% 50
2023
Q3 		$1.22M Buy
36,220
+500
+1% +$17.1K 0.62% 51
2023
Q2 		$1.17M Sell
35,720
-275
-0.8% -$8.25K 0.57% 52
2023
Q1 		$1.07M Buy
+35,995
New +$1.11M 0.54% 52
2015
Q4 		– Sell
-89,475
Closed -$3.3M – 101
2015
Q3 		$3.3M Sell
89,475
-4,025
-4% -$200K 2.1% 17
2015
Q2 		$5.37M Buy
+93,500
New +$4.82M 2.76% 9

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
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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Beech Hill Advisors's WMB Position: Q3 2026 in Review

Beech Hill Advisors reduced its Williams Companies (WMB) stake by 5.9% in Q3 2026, selling an estimated $94.9K and leaving 20,969 shares worth $1.43M. The position accounts for 0.65% of the portfolio, ranked #58.

Beech Hill Advisors first reported a position in WMB in Q2 2015 and has held it in 17 quarters since. The position peaked at $5.37M in Q2 2015. 973 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Beech Hill Advisors held 20,969 shares of Williams Companies worth $1.43M as of Q3 2026.
  • Beech Hill Advisors sold 1,305 Williams Companies shares in Q3 2026, an estimated $94.9K.
  • Williams Companies made up 0.65% of Beech Hill Advisors's portfolio in Q3 2026, its #58 holding.
  • Beech Hill Advisors first reported a position in Williams Companies in Q2 2015 and has held it in 17 quarters since.
  • Beech Hill Advisors's Williams Companies position peaked at $5.37M in Q2 2015.
  • 973 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Beech Hill Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.