Forvis Mazars Wealth Advisors’s Williams Companies WMB Stock Holding History

Forvis Mazars Wealth 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	$481K	Buy	7,080 +179	+3%	+$13K	0.01%	299
2026 Q2	$513K	Sell	6,901 -77	-1%	-$5.67K	0.01%	299
2026 Q1	$508K	Buy	6,978 +745	+12%	+$51.6K	0.01%	286
2025 Q4	$375K	Sell	6,233 -63	-1%	-$3.81K	0.01%	323
2025 Q3	$399K	Buy	6,296 +1,302	+26%	+$76.4K	0.01%	322
2025 Q2	$314K	Buy	4,994 +202	+4%	+$11.9K	0.01%	346
2025 Q1	$286K	Buy	4,792 +328	+7%	+$18.8K	0.01%	350
2024 Q4	$242K	Sell	4,464 -228	-5%	-$12.3K	0.01%	399
2024 Q3	$214K	Buy	+4,692	New	+$206K	﹤0.01%	417
2021 Q1	–	Sell	-14,603	Closed	-$293K	–	355
2020 Q4	$293K	Buy	14,603 +736	+5%	+$14.9K	0.01%	293
2020 Q3	$272K	Buy	+13,867	New	+$282K	0.02%	265

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

Forvis Mazars Wealth Advisors's WMB Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors increased its Williams Companies (WMB) stake by 2.6% in Q3 2026, buying an estimated $13K and bringing the position to 7,080 shares worth $481K. The position accounts for 0.01% of the portfolio, ranked #299.

Forvis Mazars Wealth Advisors first reported a position in WMB in Q3 2020 and has held it in 11 quarters since. The position peaked at $513K in Q2 2026. 973 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Forvis Mazars Wealth Advisors held 7,080 shares of Williams Companies worth $481K as of Q3 2026.
Forvis Mazars Wealth Advisors bought 179 Williams Companies shares in Q3 2026, an estimated $13K.
Williams Companies made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #299 holding.
Forvis Mazars Wealth Advisors first reported a position in Williams Companies in Q3 2020 and has held it in 11 quarters since.
Forvis Mazars Wealth Advisors's Williams Companies position peaked at $513K in Q2 2026.
973 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.