Challenger Wealth Management’s Williams Companies WMB Stock Holding History

Challenger 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	$418K	Sell	6,155 -759	-11%	-$55.2K	0.31%	48
2026 Q2	$514K	Buy	6,914 +20	+0.3%	+$1.47K	0.38%	43
2026 Q1	$502K	Sell	6,894 -324	-4%	-$22.4K	0.4%	43
2025 Q4	$434K	Sell	7,218 -405	-5%	-$24.5K	0.33%	46
2025 Q3	$483K	Sell	7,623 -641	-8%	-$37.6K	0.38%	45
2025 Q2	$519K	Sell	8,264 -125	-1%	-$7.38K	0.36%	46
2025 Q1	$501K	Buy	8,389 +15	+0.2%	+$859	0.4%	46
2024 Q4	$453K	Buy	+8,374	New	+$451K	0.39%	50

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

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

Amundi Paris, France $496B AUM 35.36% 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

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

Challenger Wealth Management reduced its Williams Companies (WMB) stake by 11% in Q3 2026, selling an estimated $55.2K and leaving 6,155 shares worth $418K. The position accounts for 0.31% of the portfolio, ranked #48.

Challenger Wealth Management first reported a position in WMB in Q4 2024 and has held it in 8 quarters since. The position peaked at $519K in Q2 2025. 973 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Challenger Wealth Management held 6,155 shares of Williams Companies worth $418K as of Q3 2026.
Challenger Wealth Management sold 759 Williams Companies shares in Q3 2026, an estimated $55.2K.
Williams Companies made up 0.31% of Challenger Wealth Management's portfolio in Q3 2026, its #48 holding.
Challenger Wealth Management first reported a position in Williams Companies in Q4 2024 and has held it in 8 quarters since.
Challenger Wealth Management's Williams Companies position peaked at $519K in Q2 2025.
973 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Challenger Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.