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Chapin Davis’s Williams Companies WMB Stock Holding History

Chapin Davis’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 		$761K Sell
11,193
-692
-6% -$50.3K 0.15% 108
2026
Q2 		$884K Buy
11,885
+203
+2% +$14.9K 0.16% 102
2026
Q1 		$850K Hold
11,682
– – 0.19% 103
2025
Q4 		$702K Sell
11,682
-120
-1% -$7.25K 0.16% 118
2025
Q3 		$748K Buy
11,802
+847
+8% +$49.7K 0.18% 108
2025
Q2 		$688K Buy
10,955
+170
+2% +$10K 0.19% 111
2025
Q1 		$645K Sell
10,785
-1,720
-14% -$98.5K 0.22% 98
2024
Q4 		$571K Hold
12,505
– – 0.19% 119
2024
Q3 		$571K Sell
12,505
-1,000
-7% -$44K 0.18% 120
2024
Q2 		$574K Hold
13,505
– – 0.2% 116
2024
Q1 		$526K Hold
13,505
– – 0.19% 122
2023
Q4 		$470K Sell
13,505
-100
-0.7% -$3.51K 0.2% 122
2023
Q3 		$458K Buy
+13,605
New +$464K 0.22% 112

Other funds holding WMB

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Chapin Davis's WMB Position: Q3 2026 in Review

Chapin Davis reduced its Williams Companies (WMB) stake by 5.8% in Q3 2026, selling an estimated $50.3K and leaving 11,193 shares worth $761K. The position accounts for 0.15% of the portfolio, ranked #108.

Chapin Davis first reported a position in WMB in Q3 2023 and has held it in 13 quarters since. The position peaked at $884K in Q2 2026. 82 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Chapin Davis held 11,193 shares of Williams Companies worth $761K as of Q3 2026.
  • Chapin Davis sold 692 Williams Companies shares in Q3 2026, an estimated $50.3K.
  • Williams Companies made up 0.15% of Chapin Davis's portfolio in Q3 2026, its #108 holding.
  • Chapin Davis first reported a position in Williams Companies in Q3 2023 and has held it in 13 quarters since.
  • Chapin Davis's Williams Companies position peaked at $884K in Q2 2026.
  • 82 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.