Birchbrook
WMB icon

Birchbrook’s Williams Companies WMB Stock Holding History

Birchbrook’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 		$27.2K Hold
400
– – 0.01% 149
2026
Q2 		$29.7K Hold
400
– – 0.01% 152
2026
Q1 		$29.1K Hold
400
– – 0.01% 150
2025
Q4 		$24K Hold
400
– – 0.01% 165
2025
Q3 		$25.3K Hold
400
– – 0.01% 151
2025
Q2 		$25.1K Hold
400
– – 0.01% 148
2025
Q1 		$23.9K Hold
400
– – 0.01% 146
2024
Q4 		$21.6K Hold
400
– – 0.01% 161
2024
Q3 		$18.3K Hold
400
– – 0.01% 158
2024
Q2 		$17K Hold
400
– – 0.01% 169
2024
Q1 		$15.6K Hold
400
– – 0.01% 179
2023
Q4 		$13.9K Buy
+400
New +$14K 0.01% 186

Other funds holding WMB

Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 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

Birchbrook's WMB Position: Q3 2026 in Review

Birchbrook held its Williams Companies (WMB) position steady in Q3 2026 at 400 shares worth $27.2K. The position accounts for 0.01% of the portfolio, ranked #149.

Birchbrook first reported a position in WMB in Q4 2023 and has held it in 12 quarters since. The position peaked at $29.7K in Q2 2026. 687 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Birchbrook held 400 shares of Williams Companies worth $27.2K as of Q3 2026.
  • Birchbrook left its Williams Companies share count unchanged in Q3 2026.
  • Williams Companies made up 0.01% of Birchbrook's portfolio in Q3 2026, its #149 holding.
  • Birchbrook first reported a position in Williams Companies in Q4 2023 and has held it in 12 quarters since.
  • Birchbrook's Williams Companies position peaked at $29.7K in Q2 2026.
  • 687 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.