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Elevation Wealth Partners’s Williams Companies WMB Stock Holding History

Elevation 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 		$26.8K Buy
394
+21
+6% +$1.53K 0.01% 588
2026
Q2 		$27.7K Buy
373
+81
+28% +$5.96K 0.01% 479
2026
Q1 		$21.3K Buy
292
+164
+128% +$11.4K 0.01% 362
2025
Q4 		$7.7K Buy
128
+55
+75% +$3.33K ﹤0.01% 535
2025
Q3 		$4.63K Buy
+73
New +$4.28K ﹤0.01% 493

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
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

Elevation Wealth Partners increased its Williams Companies (WMB) stake by 5.6% in Q3 2026, buying an estimated $1.53K and bringing the position to 394 shares worth $26.8K. The position accounts for 0.01% of the portfolio, ranked #588.

Elevation Wealth Partners first reported a position in WMB in Q3 2025 and has held it in 5 quarters since. The position peaked at $27.7K in Q2 2026. 82 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Elevation Wealth Partners held 394 shares of Williams Companies worth $26.8K as of Q3 2026.
  • Elevation Wealth Partners bought 21 Williams Companies shares in Q3 2026, an estimated $1.53K.
  • Williams Companies made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #588 holding.
  • Elevation Wealth Partners first reported a position in Williams Companies in Q3 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's Williams Companies position peaked at $27.7K in Q2 2026.
  • 82 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.