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Douglas Lane & Associates’s Williams Companies WMB Stock Holding History

Douglas Lane & Associates’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 		$576K Hold
8,479
– – 0.01% 176
2026
Q2 		$630K Buy
8,479
+1,537
+22% +$113K 0.01% 175
2026
Q1 		$505K Sell
6,942
-20
-0.3% -$1.39K 0.01% 182
2025
Q4 		$418K Hold
6,962
– – 0.01% 188
2025
Q3 		$441K Buy
6,962
+20
+0.3% +$1.17K 0.01% 185
2025
Q2 		$436K Hold
6,942
– – 0.01% 187
2025
Q1 		$415K Buy
+6,942
New +$397K 0.01% 192

Other funds holding WMB

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return

Douglas Lane & Associates's WMB Position: Q3 2026 in Review

Douglas Lane & Associates held its Williams Companies (WMB) position steady in Q3 2026 at 8,479 shares worth $576K. The position accounts for 0.01% of the portfolio, ranked #176.

Douglas Lane & Associates first reported a position in WMB in Q1 2025 and has held it in 7 quarters since. The position peaked at $630K in Q2 2026. 137 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Douglas Lane & Associates held 8,479 shares of Williams Companies worth $576K as of Q3 2026.
  • Douglas Lane & Associates left its Williams Companies share count unchanged in Q3 2026.
  • Williams Companies made up 0.01% of Douglas Lane & Associates's portfolio in Q3 2026, its #176 holding.
  • Douglas Lane & Associates first reported a position in Williams Companies in Q1 2025 and has held it in 7 quarters since.
  • Douglas Lane & Associates's Williams Companies position peaked at $630K in Q2 2026.
  • 137 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Douglas Lane & Associates's 13F filing for Q3 2026, filed 9 Oct 2026.