Freedom Day Solutions
WMB icon

Freedom Day Solutions’s Williams Companies WMB Stock Holding History

Freedom Day Solutions’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 		$3.63M Buy
53,477
+251
+0.5% +$18.3K 0.8% 31
2026
Q2 		$3.96M Sell
53,226
-691
-1% -$50.9K 0.88% 28
2026
Q1 		$3.92M Sell
53,917
-785
-1% -$54.4K 1.05% 22
2025
Q4 		$3.29M Buy
54,702
+826
+2% +$49.9K 0.89% 32
2025
Q3 		$3.41M Sell
53,876
-350
-0.6% -$20.5K 0.93% 29
2025
Q2 		$3.41M Buy
54,226
+35,902
+196% +$2.12M 1.01% 20
2025
Q1 		$1.09M Sell
18,324
-1,322
-7% -$75.7K 0.34% 68
2024
Q4 		$1.06M Buy
19,646
+591
+3% +$31.8K 0.32% 71
2024
Q3 		$870K Buy
19,055
+384
+2% +$16.9K 0.27% 74
2024
Q2 		$794K Buy
18,671
+10,300
+123% +$413K 0.27% 72
2024
Q1 		$326K Sell
8,371
-372
-4% -$13.2K 0.12% 85
2023
Q4 		$304K Buy
8,743
+450
+5% +$15.8K 0.12% 86
2023
Q3 		$279K Sell
8,293
-181
-2% -$6.18K 0.12% 87
2023
Q2 		$276K Buy
8,474
+49
+0.6% +$1.47K 0.12% 88
2023
Q1 		$252K Sell
8,425
-437
-5% -$13.5K 0.12% 91
2022
Q4 		$292K Buy
8,862
+934
+12% +$30.4K 0.15% 93
2022
Q3 		$227K Sell
7,928
-1,029
-11% -$33.5K 0.12% 96
2022
Q2 		$280K Buy
+8,957
New +$309K 0.14% 97

Other funds holding WMB

Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 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
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
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Freedom Day Solutions's WMB Position: Q3 2026 in Review

Freedom Day Solutions increased its Williams Companies (WMB) stake by 0.47% in Q3 2026, buying an estimated $18.3K and bringing the position to 53,477 shares worth $3.63M. The position accounts for 0.8% of the portfolio, ranked #31.

Freedom Day Solutions first reported a position in WMB in Q2 2022 and has held it in 18 quarters since. The position peaked at $3.96M in Q2 2026. 378 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Freedom Day Solutions held 53,477 shares of Williams Companies worth $3.63M as of Q3 2026.
  • Freedom Day Solutions bought 251 Williams Companies shares in Q3 2026, an estimated $18.3K.
  • Williams Companies made up 0.8% of Freedom Day Solutions's portfolio in Q3 2026, its #31 holding.
  • Freedom Day Solutions first reported a position in Williams Companies in Q2 2022 and has held it in 18 quarters since.
  • Freedom Day Solutions's Williams Companies position peaked at $3.96M in Q2 2026.
  • 378 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Freedom Day Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.