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Gilpin Wealth Management’s Williams Companies WMB Stock Holding History

Gilpin Wealth 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 		$7.14K Hold
105
– – ﹤0.01% 391
2026
Q2 		$7.81K Hold
105
– – 0.01% 338
2026
Q1 		$7.64K Hold
105
– – 0.01% 317
2025
Q4 		$6.31K Buy
+105
New +$6.35K 0.01% 322

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

Gilpin Wealth Management's WMB Position: Q3 2026 in Review

Gilpin Wealth Management held its Williams Companies (WMB) position steady in Q3 2026 at 105 shares worth $7.14K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Gilpin Wealth Management first reported a position in WMB in Q4 2025 and has held it in 4 quarters since. The position peaked at $7.81K in Q2 2026. 82 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Gilpin Wealth Management held 105 shares of Williams Companies worth $7.14K as of Q3 2026.
  • Gilpin Wealth Management left its Williams Companies share count unchanged in Q3 2026.
  • Williams Companies made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #391 holding.
  • Gilpin Wealth Management first reported a position in Williams Companies in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Williams Companies position peaked at $7.81K in Q2 2026.
  • 82 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.