DiNuzzo Private Wealth’s Williams Companies WMB Stock Holding History

DiNuzzo Private Wealth’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	$17.8K	Hold	262	–	–	﹤0.01%	221
2026 Q2	$19.5K	Sell	262 -11	-4%	-$809	﹤0.01%	214
2026 Q1	$19.9K	Hold	273	–	–	﹤0.01%	197
2025 Q4	$16.4K	Hold	273	–	–	﹤0.01%	216
2025 Q3	$15.8K	Hold	273	–	–	﹤0.01%	209
2025 Q2	$17.1K	Buy	273 +56	+26%	+$3.31K	﹤0.01%	201
2025 Q1	$13K	Buy	217 +2	+0.9%	+$114	﹤0.01%	213
2024 Q4	$11.6K	Buy	215 +2	+0.9%	+$108	﹤0.01%	217
2024 Q3	$9.7K	Sell	213 -1	-0.5%	-$44	﹤0.01%	258
2024 Q2	$9.1K	Sell	214 -195	-48%	-$7.82K	﹤0.01%	208
2024 Q1	$15.9K	Hold	409	–	–	﹤0.01%	140
2023 Q4	$14.2K	Buy	+409	New	+$14.4K	﹤0.01%	149

Other funds holding WMB

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 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

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

DiNuzzo Private Wealth's WMB Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Williams Companies (WMB) position steady in Q3 2026 at 262 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #221.

DiNuzzo Private Wealth first reported a position in WMB in Q4 2023 and has held it in 12 quarters since. The position peaked at $19.9K in Q1 2026. 619 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

DiNuzzo Private Wealth held 262 shares of Williams Companies worth $17.8K as of Q3 2026.
DiNuzzo Private Wealth left its Williams Companies share count unchanged in Q3 2026.
Williams Companies made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #221 holding.
DiNuzzo Private Wealth first reported a position in Williams Companies in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Williams Companies position peaked at $19.9K in Q1 2026.
619 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

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