Courier Capital’s Williams Companies WMB Stock Holding History

Courier Capital’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	$3.13M	Sell	46,054 -1,015	-2%	-$73.8K	0.15%	134
2026 Q2	$3.5M	Sell	47,069 -189	-0.4%	-$13.9K	0.17%	123
2026 Q1	$3.44M	Sell	47,258 -208	-0.4%	-$14.4K	0.19%	116
2025 Q4	$2.85M	Buy	47,466 +162	+0.3%	+$9.8K	0.16%	130
2025 Q3	$3M	Sell	47,304 -253	-0.5%	-$14.8K	0.17%	123
2025 Q2	$2.99M	Sell	47,557 -694	-1%	-$41K	0.18%	119
2025 Q1	$2.88M	Sell	48,251 -236	-0.5%	-$13.5K	0.19%	120
2024 Q4	$2.62M	Sell	48,487 -17,650	-27%	-$951K	0.18%	114
2024 Q3	$3.02M	Buy	+66,137	New	+$2.91M	0.21%	103
2024 Q2	–	Sell	-67,541	Closed	-$2.63M	–	366
2024 Q1	$2.63M	Sell	67,541 -2,785	-4%	-$99K	0.19%	107
2023 Q4	$2.45M	Buy	70,326 +346	+0.5%	+$12.1K	0.19%	113
2023 Q3	$2.36M	Buy	69,980 +12,287	+21%	+$419K	0.2%	110
2023 Q2	$1.88M	Buy	+57,693	New	+$1.73M	0.15%	133

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

Courier Capital's WMB Position: Q3 2026 in Review

Courier Capital reduced its Williams Companies (WMB) stake by 2.2% in Q3 2026, selling an estimated $73.8K and leaving 46,054 shares worth $3.13M. The position accounts for 0.15% of the portfolio, ranked #134.

Courier Capital first reported a position in WMB in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.5M in Q2 2026. 973 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Courier Capital held 46,054 shares of Williams Companies worth $3.13M as of Q3 2026.
Courier Capital sold 1,015 Williams Companies shares in Q3 2026, an estimated $73.8K.
Williams Companies made up 0.15% of Courier Capital's portfolio in Q3 2026, its #134 holding.
Courier Capital first reported a position in Williams Companies in Q2 2023 and has held it in 13 quarters since.
Courier Capital's Williams Companies position peaked at $3.5M in Q2 2026.
973 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Courier Capital's 13F filing for Q3 2026, filed 13 Oct 2026.