GoalVest Advisory’s Williams Companies WMB Stock Holding History

GoalVest Advisory’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	$2.13M	Buy	31,330 +5,484	+21%	+$399K	0.37%	38
2026 Q2	$1.92M	Sell	25,846 -974	-4%	-$71.7K	0.36%	39
2026 Q1	$1.95M	Sell	26,820 -4,288	-14%	-$297K	0.38%	40
2025 Q4	$1.87M	Sell	31,108 -3,403	-10%	-$206K	0.36%	37
2025 Q3	$2.19M	Buy	34,511 +1,883	+6%	+$111K	0.46%	35
2025 Q2	$2.05M	Buy	32,628 +681	+2%	+$40.2K	0.51%	33
2025 Q1	$1.91M	Buy	31,947 +1,542	+5%	+$88.3K	0.52%	33
2024 Q4	$1.65M	Sell	30,405 -2,336	-7%	-$126K	0.45%	35
2024 Q3	$1.49M	Buy	32,741 +974	+3%	+$42.8K	0.43%	42
2024 Q2	$1.35M	Sell	31,767 -5,713	-15%	-$229K	0.43%	39
2024 Q1	$1.46M	Buy	37,480 +1,327	+4%	+$47.1K	0.49%	32
2023 Q4	$1.26M	Buy	36,153 +3,454	+11%	+$121K	0.55%	22
2023 Q3	$1.1M	Buy	32,699 +374	+1%	+$12.8K	0.55%	27
2023 Q2	$1.05M	Sell	32,325 -9,675	-23%	-$290K	0.54%	26
2023 Q1	$1.25M	Buy	42,000 +6,398	+18%	+$198K	0.73%	32
2022 Q4	$1.17M	Buy	35,602 +4,145	+13%	+$135K	0.76%	31
2022 Q3	$901K	Buy	31,457 +5,686	+22%	+$185K	0.63%	43
2022 Q2	$777K	Buy	25,771 +25,181	+4,268%	+$869K	0.49%	66
2022 Q1	$20K	Buy	+590	New	+$18K	0.01%	197

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

GoalVest Advisory's WMB Position: Q3 2026 in Review

GoalVest Advisory increased its Williams Companies (WMB) stake by 21% in Q3 2026, buying an estimated $399K and bringing the position to 31,330 shares worth $2.13M. The position accounts for 0.37% of the portfolio, ranked #38.

GoalVest Advisory first reported a position in WMB in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.19M in Q3 2025. 1,145 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

GoalVest Advisory held 31,330 shares of Williams Companies worth $2.13M as of Q3 2026.
GoalVest Advisory bought 5,484 Williams Companies shares in Q3 2026, an estimated $399K.
Williams Companies made up 0.37% of GoalVest Advisory's portfolio in Q3 2026, its #38 holding.
GoalVest Advisory first reported a position in Williams Companies in Q1 2022 and has held it in 19 quarters since.
GoalVest Advisory's Williams Companies position peaked at $2.19M in Q3 2025.
1,145 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.