Birch Capital Management’s Williams Companies WMB Stock Holding History

Birch Capital Management’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	$1.18M	Hold	17,355	–	–	0.55%	38
2026 Q2	$1.29M	Hold	17,355	–	–	0.63%	38
2026 Q1	$1.26M	Hold	17,355	–	–	0.66%	36
2025 Q4	$1.04M	Buy	17,355 +2,109	+14%	+$128K	0.52%	40
2025 Q3	$966K	Buy	15,246 +3,226	+27%	+$189K	0.49%	41
2025 Q2	$755K	Hold	12,020	–	–	0.39%	44
2025 Q1	$718K	Buy	12,020 +94	+0.8%	+$5.38K	0.37%	43
2024 Q4	$645K	Hold	11,926	–	–	0.32%	46
2024 Q3	$544K	Hold	11,926	–	–	0.27%	49
2024 Q2	$507K	Buy	+11,926	New	+$478K	0.26%	50
2020 Q2	–	Sell	-1,103	Closed	-$16K	–	100
2020 Q1	$16K	Buy	+1,103	New	+$21.4K	0.02%	81

Other funds holding WMB

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

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Birch Capital Management's WMB Position: Q3 2026 in Review

Birch Capital Management held its Williams Companies (WMB) position steady in Q3 2026 at 17,355 shares worth $1.18M. The position accounts for 0.55% of the portfolio, ranked #38.

Birch Capital Management first reported a position in WMB in Q1 2020 and has held it in 11 quarters since. The position peaked at $1.29M in Q2 2026. 772 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Birch Capital Management held 17,355 shares of Williams Companies worth $1.18M as of Q3 2026.
Birch Capital Management left its Williams Companies share count unchanged in Q3 2026.
Williams Companies made up 0.55% of Birch Capital Management's portfolio in Q3 2026, its #38 holding.
Birch Capital Management first reported a position in Williams Companies in Q1 2020 and has held it in 11 quarters since.
Birch Capital Management's Williams Companies position peaked at $1.29M in Q2 2026.
772 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Birch Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.