Frank Rimerman Advisors
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Frank Rimerman Advisors’s Williams Companies WMB Stock Holding History

Frank Rimerman 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 		$1.48M Sell
21,718
-594
-3% -$43.2K 0.08% 183
2026
Q2 		$1.66M Buy
22,312
+660
+3% +$48.6K 0.09% 166
2026
Q1 		$1.58M Hold
21,652
– – 0.1% 157
2025
Q4 		$1.3M Buy
21,652
+37
+0.2% +$2.24K 0.08% 185
2025
Q3 		$1.37M Sell
21,615
-403
-2% -$23.6K 0.09% 176
2025
Q2 		$1.38M Sell
22,018
-703
-3% -$41.5K 0.09% 165
2025
Q1 		$1.36M Buy
22,721
+283
+1% +$16.2K 0.11% 158
2024
Q4 		$1.21M Buy
22,438
+395
+2% +$21.3K 0.09% 169
2024
Q3 		$1.01M Buy
22,043
+5,120
+30% +$225K 0.07% 219
2024
Q2 		$719K Buy
16,923
+16,827
+17,528% +$675K 0.05% 270
2024
Q1 		$3.74K Hold
96
– – ﹤0.01% 228
2023
Q4 		$3.34K Buy
+96
New +$3.37K ﹤0.01% 227

Other funds holding WMB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Frank Rimerman Advisors's WMB Position: Q3 2026 in Review

Frank Rimerman Advisors reduced its Williams Companies (WMB) stake by 2.7% in Q3 2026, selling an estimated $43.2K and leaving 21,718 shares worth $1.48M. The position accounts for 0.08% of the portfolio, ranked #183.

Frank Rimerman Advisors first reported a position in WMB in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.66M in Q2 2026. 844 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Frank Rimerman Advisors held 21,718 shares of Williams Companies worth $1.48M as of Q3 2026.
  • Frank Rimerman Advisors sold 594 Williams Companies shares in Q3 2026, an estimated $43.2K.
  • Williams Companies made up 0.08% of Frank Rimerman Advisors's portfolio in Q3 2026, its #183 holding.
  • Frank Rimerman Advisors first reported a position in Williams Companies in Q4 2023 and has held it in 12 quarters since.
  • Frank Rimerman Advisors's Williams Companies position peaked at $1.66M in Q2 2026.
  • 844 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.