Certified Advisory Corp’s Williams Companies WMB Stock Holding History

Certified Advisory Corp’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	$231K	Buy	3,400 +29	+0.9%	+$2.11K	0.02%	301
2026 Q2	$251K	Buy	3,371 +50	+2%	+$3.68K	0.02%	287
2026 Q1	$242K	Buy	+3,321	New	+$230K	0.02%	291
2021 Q2	–	Sell	-825	Closed	-$20K	–	743
2021 Q1	$20K	Buy	+825	New	+$18.7K	0.01%	493
2019 Q1	–	Sell	-128	Closed	-$3K	–	774
2018 Q4	$3K	Hold	128	–	–	﹤0.01%	674
2018 Q3	$3K	Buy	+128	New	+$3.71K	﹤0.01%	701
2018 Q1	–	Sell	-37	Closed	-$1K	–	786
2017 Q4	$1K	Buy	+37	New	+$1.08K	﹤0.01%	679

Other funds holding WMB

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Certified Advisory Corp's WMB Position: Q3 2026 in Review

Certified Advisory Corp increased its Williams Companies (WMB) stake by 0.86% in Q3 2026, buying an estimated $2.11K and bringing the position to 3,400 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #301.

Certified Advisory Corp first reported a position in WMB in Q4 2017 and has held it in 7 quarters since. The position peaked at $251K in Q2 2026. 1,145 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Certified Advisory Corp held 3,400 shares of Williams Companies worth $231K as of Q3 2026.
Certified Advisory Corp bought 29 Williams Companies shares in Q3 2026, an estimated $2.11K.
Williams Companies made up 0.02% of Certified Advisory Corp's portfolio in Q3 2026, its #301 holding.
Certified Advisory Corp first reported a position in Williams Companies in Q4 2017 and has held it in 7 quarters since.
Certified Advisory Corp's Williams Companies position peaked at $251K in Q2 2026.
1,145 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Certified Advisory Corp's 13F filing for Q3 2026, filed 29 Oct 2026.