GGS
WMB icon

Galvin Gaustad & Stein’s Williams Companies WMB Stock Holding History

Galvin Gaustad & Stein’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 		$291K Sell
4,279
-22
-0.5% -$1.6K 0.02% 223
2026
Q2 		$320K Buy
+4,301
New +$317K 0.02% 226

Other funds holding WMB

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Galvin Gaustad & Stein's WMB Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its Williams Companies (WMB) stake by 0.51% in Q3 2026, selling an estimated $1.6K and leaving 4,279 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #223.

Galvin Gaustad & Stein first reported a position in WMB in Q2 2026 and has held it in 2 quarters since. The position peaked at $320K in Q2 2026. 82 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Galvin Gaustad & Stein held 4,279 shares of Williams Companies worth $291K as of Q3 2026.
  • Galvin Gaustad & Stein sold 22 Williams Companies shares in Q3 2026, an estimated $1.6K.
  • Williams Companies made up 0.02% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #223 holding.
  • Galvin Gaustad & Stein first reported a position in Williams Companies in Q2 2026 and has held it in 2 quarters since.
  • Galvin Gaustad & Stein's Williams Companies position peaked at $320K in Q2 2026.
  • 82 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.