Fairvoy Private Wealth
WMB icon

Fairvoy Private Wealth’s Williams Companies WMB Stock Holding History

Fairvoy 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 		$210K Sell
3,084
-1,689
-35% -$123K 0.04% 198
2026
Q2 		$355K Sell
4,773
-15,503
-76% -$1.14M 0.07% 158
2026
Q1 		$1.48M Sell
20,276
-1,178
-5% -$81.6K 0.35% 72
2025
Q4 		$1.29M Buy
21,454
+766
+4% +$46.3K 0.29% 74
2025
Q3 		$1.31M Sell
20,688
-332
-2% -$19.5K 0.3% 72
2025
Q2 		$1.32M Buy
21,020
+17,605
+516% +$1.04M 0.33% 67
2025
Q1 		$204K Buy
+3,415
New +$195K 0.06% 172

Other funds holding WMB

Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

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

Fairvoy Private Wealth reduced its Williams Companies (WMB) stake by 35% in Q3 2026, selling an estimated $123K and leaving 3,084 shares worth $210K. The position accounts for 0.04% of the portfolio, ranked #198.

Fairvoy Private Wealth first reported a position in WMB in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.48M in Q1 2026. 469 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Fairvoy Private Wealth held 3,084 shares of Williams Companies worth $210K as of Q3 2026.
  • Fairvoy Private Wealth sold 1,689 Williams Companies shares in Q3 2026, an estimated $123K.
  • Williams Companies made up 0.04% of Fairvoy Private Wealth's portfolio in Q3 2026, its #198 holding.
  • Fairvoy Private Wealth first reported a position in Williams Companies in Q1 2025 and has held it in 7 quarters since.
  • Fairvoy Private Wealth's Williams Companies position peaked at $1.48M in Q1 2026.
  • 469 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

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