Cherry Tree Wealth Management’s Williams Companies WMB Stock Holding History

Cherry Tree 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	$782	Hold	12	–	–	﹤0.01%	545
2026 Q2	$855	Hold	12	–	–	﹤0.01%	554
2026 Q1	$837	Hold	12	–	–	﹤0.01%	544
2025 Q4	$692	Hold	12	–	–	﹤0.01%	558
2025 Q3	$729	Hold	12	–	–	﹤0.01%	553
2025 Q2	$723	Sell	12 -105	-90%	-$6.2K	﹤0.01%	570
2025 Q1	$6.96K	Buy	117 +105	+875%	+$6.01K	﹤0.01%	485
2024 Q4	$623	Hold	12	–	–	﹤0.01%	599
2024 Q3	$525	Hold	12	–	–	﹤0.01%	589
2024 Q2	$489	Hold	12	–	–	﹤0.01%	572
2024 Q1	$449	Hold	12	–	–	﹤0.01%	574
2023 Q4	$401	Hold	12	–	–	﹤0.01%	573
2023 Q3	$388	Hold	12	–	–	﹤0.01%	564
2023 Q2	$376	Buy	+12	New	+$360	﹤0.01%	574

Other funds holding WMB

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Cherry Tree Wealth Management's WMB Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Williams Companies (WMB) position steady in Q3 2026 at 12 shares worth $782. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Cherry Tree Wealth Management first reported a position in WMB in Q2 2023 and has held it in 14 quarters since. The position peaked at $6.96K in Q1 2025. 609 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Cherry Tree Wealth Management held 12 shares of Williams Companies worth $782 as of Q3 2026.
Cherry Tree Wealth Management left its Williams Companies share count unchanged in Q3 2026.
Williams Companies made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #545 holding.
Cherry Tree Wealth Management first reported a position in Williams Companies in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's Williams Companies position peaked at $6.96K in Q1 2025.
609 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.