Congress Asset Management’s Williams Companies WMB Stock Holding History

Congress Asset 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	$114M	Sell	1,678,477 -69,419	-4%	-$5.05M	0.74%	40
2026 Q2	$130M	Sell	1,747,896 -71,975	-4%	-$5.3M	0.8%	39
2026 Q1	$132M	Sell	1,819,871 -25,097	-1%	-$1.74M	0.95%	26
2025 Q4	$111M	Sell	1,844,968 -33,997	-2%	-$2.06M	0.78%	41
2025 Q3	$119M	Sell	1,878,965 -11,544	-0.6%	-$677K	0.79%	40
2025 Q2	$119M	Buy	1,890,509 +4,531	+0.2%	+$268K	0.81%	36
2025 Q1	$113M	Buy	+1,885,978	New	+$108M	0.84%	37

Other funds holding WMB

CCM

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

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

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Congress Asset Management's WMB Position: Q3 2026 in Review

Congress Asset Management reduced its Williams Companies (WMB) stake by 4% in Q3 2026, selling an estimated $5.05M and leaving 1,678,477 shares worth $114M. The position accounts for 0.74% of the portfolio, ranked #40.

Congress Asset Management first reported a position in WMB in Q1 2025 and has held it in 7 quarters since. The position peaked at $132M in Q1 2026. 82 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Congress Asset Management held 1,678,477 shares of Williams Companies worth $114M as of Q3 2026.
Congress Asset Management sold 69,419 Williams Companies shares in Q3 2026, an estimated $5.05M.
Williams Companies made up 0.74% of Congress Asset Management's portfolio in Q3 2026, its #40 holding.
Congress Asset Management first reported a position in Williams Companies in Q1 2025 and has held it in 7 quarters since.
Congress Asset Management's Williams Companies position peaked at $132M in Q1 2026.
82 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.