Cornerstone Planning Group’s Williams Companies WMB Stock Holding History

Cornerstone Planning Group’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	–	Sell	-508	Closed	-$37.8K	–	1721
2026 Q2	$37.8K	Buy	508 +28	+6%	+$2.06K	﹤0.01%	474
2026 Q1	$36.5K	Buy	480 +243	+103%	+$16.8K	﹤0.01%	486
2025 Q4	$15.9K	Buy	237 +149	+169%	+$9.01K	﹤0.01%	647
2025 Q3	$27.9K	Sell	88 -75	-46%	-$4.4K	﹤0.01%	482
2025 Q2	$9.6K	Buy	163 +38	+30%	+$2.24K	﹤0.01%	568
2025 Q1	$7.31K	Buy	125 +45	+56%	+$2.58K	﹤0.01%	636
2024 Q4	$4.36K	Buy	80 +6	+8%	+$323	﹤0.01%	612
2024 Q3	$3.84K	Buy	74 +22	+42%	+$967	﹤0.01%	632
2024 Q2	$2.14K	Buy	52 +27	+108%	+$1.08K	﹤0.01%	753
2024 Q1	$967	Buy	+25	New	+$888	﹤0.01%	788

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

Cornerstone Planning Group's WMB Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Williams Companies (WMB) in Q3 2026, closing a stake of 508 shares — an estimated $37.8K sold.

Cornerstone Planning Group first reported a position in WMB in Q1 2024 and held it in 10 quarters. The position peaked at $37.8K in Q2 2026. 1,046 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Cornerstone Planning Group reported no remaining Williams Companies position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 508 Williams Companies shares in Q3 2026, an estimated $37.8K.
Cornerstone Planning Group first reported a position in Williams Companies in Q1 2024 and held it in 10 quarters.
Cornerstone Planning Group's Williams Companies position peaked at $37.8K in Q2 2026.
1,046 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.