Calamos Wealth Management’s Williams Companies WMB Stock Holding History

Calamos Wealth 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	$657K	Buy	9,666 +341	+4%	+$24.8K	0.02%	285
2026 Q2	$693K	Sell	9,325 -1,340	-13%	-$98.6K	0.02%	269
2026 Q1	$776K	Buy	10,665 +188	+2%	+$13K	0.03%	237
2025 Q4	$630K	Buy	10,477 +2,096	+25%	+$127K	0.02%	247
2025 Q3	$531K	Sell	8,381 -91	-1%	-$5.34K	0.02%	257
2025 Q2	$532K	Buy	+8,472	New	+$500K	0.02%	230
2015 Q1	–	Sell	-24,489	Closed	-$1.1M	–	263
2014 Q4	$1.1M	Buy	+24,489	New	+$1.25M	0.32%	117

Other funds holding WMB

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 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

Calamos Wealth Management's WMB Position: Q3 2026 in Review

Calamos Wealth Management increased its Williams Companies (WMB) stake by 3.7% in Q3 2026, buying an estimated $24.8K and bringing the position to 9,666 shares worth $657K. The position accounts for 0.02% of the portfolio, ranked #285.

Calamos Wealth Management first reported a position in WMB in Q4 2014 and has held it in 7 quarters since. The position peaked at $1.1M in Q4 2014. 916 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Calamos Wealth Management held 9,666 shares of Williams Companies worth $657K as of Q3 2026.
Calamos Wealth Management bought 341 Williams Companies shares in Q3 2026, an estimated $24.8K.
Williams Companies made up 0.02% of Calamos Wealth Management's portfolio in Q3 2026, its #285 holding.
Calamos Wealth Management first reported a position in Williams Companies in Q4 2014 and has held it in 7 quarters since.
Calamos Wealth Management's Williams Companies position peaked at $1.1M in Q4 2014.
916 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Calamos Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.