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Ferguson Wellman Capital Management’s Williams Companies WMB Stock Holding History

Ferguson Wellman Capital Management’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 		$1.39M Sell
20,478
-358
-2% -$26K 0.02% 203
2026
Q2 		$1.55M Sell
20,836
-549
-3% -$40.4K 0.02% 195
2026
Q1 		$1.56M Sell
21,385
-170
-0.8% -$11.8K 0.02% 189
2025
Q4 		$1.3M Sell
21,555
-1,416
-6% -$85.6K 0.02% 164
2025
Q3 		$1.46M Buy
22,971
+272
+1% +$16K 0.02% 157
2025
Q2 		$1.43M Sell
22,699
-955
-4% -$56.4K 0.03% 159
2025
Q1 		$1.41M Buy
23,654
+2,044
+9% +$117K 0.03% 161
2024
Q4 		$1.17M Buy
21,610
+27
+0.1% +$1.46K 0.02% 173
2024
Q3 		$985K Sell
21,583
-1
-0% -$44 0.02% 188
2024
Q2 		$917K Buy
21,584
+15,681
+266% +$629K 0.02% 186
2024
Q1 		$230K Hold
5,903
– – ﹤0.01% 345
2023
Q4 		$206K Buy
+5,903
New +$207K ﹤0.01% 355
2023
Q3 		– Sell
-6,344
Closed -$207K – 360
2023
Q2 		$207K Buy
+6,344
New +$190K ﹤0.01% 349
2015
Q3 		– Sell
-3,990
Closed -$229K – 324
2015
Q2 		$229K Hold
3,990
– – 0.01% 308
2015
Q1 		$202K Buy
+3,990
New +$185K 0.01% 320
2014
Q4 		– Sell
-3,990
Closed -$221K – 347
2014
Q3 		$221K Hold
3,990
– – 0.01% 303
2014
Q2 		$232K Buy
+3,990
New +$185K 0.01% 303

Other funds holding WMB

CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
AT
Adelphi Trust Saint Petersburg, Florida $152M AUM 20.39% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GPI
General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return

Ferguson Wellman Capital Management's WMB Position: Q3 2026 in Review

Ferguson Wellman Capital Management reduced its Williams Companies (WMB) stake by 1.7% in Q3 2026, selling an estimated $26K and leaving 20,478 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #203.

Ferguson Wellman Capital Management first reported a position in WMB in Q2 2014 and has held it in 17 quarters since. The position peaked at $1.56M in Q1 2026. 16 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Ferguson Wellman Capital Management held 20,478 shares of Williams Companies worth $1.39M as of Q3 2026.
  • Ferguson Wellman Capital Management sold 358 Williams Companies shares in Q3 2026, an estimated $26K.
  • Williams Companies made up 0.02% of Ferguson Wellman Capital Management's portfolio in Q3 2026, its #203 holding.
  • Ferguson Wellman Capital Management first reported a position in Williams Companies in Q2 2014 and has held it in 17 quarters since.
  • Ferguson Wellman Capital Management's Williams Companies position peaked at $1.56M in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.