E&G Advisors’s Williams Companies WMB Stock Holding History

E&G Advisors’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	$404K	Buy	5,940 +2,500	+73%	+$182K	0.08%	164
2026 Q2	$256K	Hold	3,440	–	–	0.05%	217
2026 Q1	$250K	Buy	3,440 +88	+3%	+$6.09K	0.06%	205
2025 Q4	$201K	Hold	3,352	–	–	0.05%	223
2025 Q3	$212K	Buy	3,352 +6	+0.2%	+$352	0.05%	211
2025 Q2	$210K	Buy	+3,346	New	+$198K	0.05%	197
2020 Q1	–	Sell	-11,346	Closed	-$269K	–	189
2019 Q4	$269K	Sell	11,346 -608	-5%	-$13.9K	0.1%	172
2019 Q3	$288K	Sell	11,954 -250	-2%	-$6.3K	0.12%	155
2019 Q2	$342K	Sell	12,204 -6,000	-33%	-$167K	0.15%	137
2019 Q1	$523K	Sell	18,204 -1,500	-8%	-$40.2K	0.23%	104
2018 Q4	$434K	Sell	19,704 -1,000	-5%	-$25K	0.2%	129
2018 Q3	$563K	Sell	20,704 -4,596	-18%	-$133K	0.21%	122
2018 Q2	$686K	Sell	25,300 -211	-0.8%	-$5.56K	0.29%	88
2018 Q1	$634K	Buy	25,511 +2	+0%	+$59	0.27%	90
2017 Q4	$778K	Sell	25,509 -998	-4%	-$29K	0.33%	67
2017 Q3	$795K	Buy	26,507 +2,002	+8%	+$60.9K	0.36%	64
2017 Q2	$742K	Buy	24,505 +5,702	+30%	+$170K	0.36%	65
2017 Q1	$556K	Buy	+18,803	New	+$544K	0.29%	83
2016 Q1	–	Sell	-37,079	Closed	-$953K	–	105
2015 Q4	$953K	Sell	37,079 -1,124	-3%	-$39.3K	0.57%	45
2015 Q3	$1.41M	Hold	38,203	–	–	0.9%	30
2015 Q2	$2.19M	Sell	38,203 -94	-0.2%	-$4.84K	1.28%	21
2015 Q1	$1.94M	Sell	38,297 -493	-1%	-$22.9K	1.14%	23
2014 Q4	$1.74M	Sell	38,790 -4,043	-9%	-$207K	1.13%	24
2014 Q3	$2.37M	Buy	42,833 +8,010	+23%	+$460K	1.52%	18
2014 Q2	$2.03M	Buy	34,823 +4,906	+16%	+$227K	1.31%	22
2014 Q1	$1.21M	Sell	29,917 -10,601	-26%	-$429K	0.96%	34
2013 Q4	$1.56M	Buy	+40,518	New	+$1.46M	1.46%	21

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

E&G Advisors's WMB Position: Q3 2026 in Review

E&G Advisors increased its Williams Companies (WMB) stake by 73% in Q3 2026, buying an estimated $182K and bringing the position to 5,940 shares worth $404K. The position accounts for 0.08% of the portfolio, ranked #164.

E&G Advisors first reported a position in WMB in Q4 2013 and has held it in 27 quarters since. The position peaked at $2.37M in Q3 2014. 973 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

E&G Advisors held 5,940 shares of Williams Companies worth $404K as of Q3 2026.
E&G Advisors bought 2,500 Williams Companies shares in Q3 2026, an estimated $182K.
Williams Companies made up 0.08% of E&G Advisors's portfolio in Q3 2026, its #164 holding.
E&G Advisors first reported a position in Williams Companies in Q4 2013 and has held it in 27 quarters since.
E&G Advisors's Williams Companies position peaked at $2.37M in Q3 2014.
973 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on E&G Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.