Defined Wealth Management’s Williams Companies WMB Stock Holding History

Defined Wealth 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	$611K	Sell	8,991 -3	-0%	-$218	0.31%	73
2026 Q2	$669K	Buy	8,994 +20	+0.2%	+$1.47K	0.34%	69
2026 Q1	$653K	Buy	8,974 +11	+0.1%	+$762	0.38%	62
2025 Q4	$539K	Buy	8,963 +18	+0.2%	+$1.09K	0.31%	71
2025 Q3	$567K	Sell	8,945 -4	-0%	-$235	0.33%	70
2025 Q2	$562K	Buy	8,949 +87	+1%	+$5.14K	0.35%	59
2025 Q1	$530K	Sell	8,862 -5	-0.1%	-$286	0.36%	60
2024 Q4	$480K	Buy	8,867 +37	+0.4%	+$1.99K	0.32%	68
2024 Q3	$403K	Buy	8,830 +147	+2%	+$6.46K	0.26%	84
2024 Q2	$369K	Buy	8,683 +50	+0.6%	+$2.01K	0.26%	86
2024 Q1	$336K	Buy	+8,633	New	+$307K	0.24%	89

Other funds holding WMB

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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Defined Wealth Management's WMB Position: Q3 2026 in Review

Defined Wealth Management reduced its Williams Companies (WMB) stake by 0.03% in Q3 2026, selling an estimated $218 and leaving 8,991 shares worth $611K. The position accounts for 0.31% of the portfolio, ranked #73.

Defined Wealth Management first reported a position in WMB in Q1 2024 and has held it in 11 quarters since. The position peaked at $669K in Q2 2026. 328 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Defined Wealth Management held 8,991 shares of Williams Companies worth $611K as of Q3 2026.
Defined Wealth Management sold 3 Williams Companies shares in Q3 2026, an estimated $218.
Williams Companies made up 0.31% of Defined Wealth Management's portfolio in Q3 2026, its #73 holding.
Defined Wealth Management first reported a position in Williams Companies in Q1 2024 and has held it in 11 quarters since.
Defined Wealth Management's Williams Companies position peaked at $669K in Q2 2026.
328 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Defined Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.