Compass Financial Management
WMB icon

Compass Financial Management’s Williams Companies WMB Stock Holding History

Compass Financial 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 		$57.6K Sell
847
-4
-0.5% -$291 0.01% 712
2026
Q2 		$60.9K Buy
+851
New +$62.6K 0.01% 650

Other funds holding WMB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Compass Financial Management's WMB Position: Q3 2026 in Review

Compass Financial Management reduced its Williams Companies (WMB) stake by 0.47% in Q3 2026, selling an estimated $291 and leaving 847 shares worth $57.6K. The position accounts for 0.01% of the portfolio, ranked #712.

Compass Financial Management first reported a position in WMB in Q2 2026 and has held it in 2 quarters since. The position peaked at $60.9K in Q2 2026. 1,520 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Compass Financial Management held 847 shares of Williams Companies worth $57.6K as of Q3 2026.
  • Compass Financial Management sold 4 Williams Companies shares in Q3 2026, an estimated $291.
  • Williams Companies made up 0.01% of Compass Financial Management's portfolio in Q3 2026, its #712 holding.
  • Compass Financial Management first reported a position in Williams Companies in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Williams Companies position peaked at $60.9K in Q2 2026.
  • 1,520 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

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