Cyndeo Wealth Partners
WMB icon

Cyndeo Wealth Partners’s Williams Companies WMB Stock Holding History

Cyndeo Wealth Partners’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 		$4.34M Buy
63,828
+68
+0.1% +$4.95K 0.2% 118
2026
Q2 		$4.74M Buy
63,760
+60,206
+1,694% +$4.43M 0.22% 109
2026
Q1 		$259K Sell
3,554
-144,349
-98% -$10M 0.01% 433
2025
Q4 		$8.89M Buy
147,903
+5,480
+4% +$331K 0.48% 57
2025
Q3 		$9.02M Sell
142,423
-608
-0.4% -$35.7K 0.5% 51
2025
Q2 		$8.98M Buy
143,031
+6,102
+4% +$360K 0.53% 50
2025
Q1 		$8.18M Sell
136,929
-13,378
-9% -$766K 0.54% 53
2024
Q4 		$8.13M Buy
150,307
+2,497
+2% +$135K 0.55% 58
2024
Q3 		$6.75M Sell
147,810
-9,935
-6% -$437K 0.47% 65
2024
Q2 		$6.7M Buy
157,745
+2,217
+1% +$88.9K 0.53% 53
2024
Q1 		$6.06M Buy
155,528
+15,978
+11% +$568K 0.5% 57
2023
Q4 		$4.86M Buy
139,550
+11,403
+9% +$400K 0.45% 71
2023
Q3 		$4.32M Buy
128,147
+3,420
+3% +$117K 0.45% 69
2023
Q2 		$4.07M Buy
124,727
+2,415
+2% +$72.5K 0.43% 74
2023
Q1 		$3.65M Buy
122,312
+4,955
+4% +$153K 0.39% 83
2022
Q4 		$3.86M Buy
+117,357
New +$3.82M 0.45% 74

Other funds holding WMB

Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Cyndeo Wealth Partners's WMB Position: Q3 2026 in Review

Cyndeo Wealth Partners increased its Williams Companies (WMB) stake by 0.11% in Q3 2026, buying an estimated $4.95K and bringing the position to 63,828 shares worth $4.34M. The position accounts for 0.2% of the portfolio, ranked #118.

Cyndeo Wealth Partners first reported a position in WMB in Q4 2022 and has held it in 16 quarters since. The position peaked at $9.02M in Q3 2025. 687 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Cyndeo Wealth Partners held 63,828 shares of Williams Companies worth $4.34M as of Q3 2026.
  • Cyndeo Wealth Partners bought 68 Williams Companies shares in Q3 2026, an estimated $4.95K.
  • Williams Companies made up 0.2% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #118 holding.
  • Cyndeo Wealth Partners first reported a position in Williams Companies in Q4 2022 and has held it in 16 quarters since.
  • Cyndeo Wealth Partners's Williams Companies position peaked at $9.02M in Q3 2025.
  • 687 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.