Granite Group Advisors’s Williams Companies WMB Stock Holding History

Granite Group 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	$594K	Sell	8,741 -69	-0.8%	-$5.02K	0.38%	40
2026 Q2	$655K	Hold	8,810	–	–	0.39%	41
2026 Q1	$652K	Hold	8,810	–	–	0.39%	39
2025 Q4	$530K	Hold	8,810	–	–	0.3%	44
2025 Q3	$558K	Hold	8,810	–	–	0.34%	37
2025 Q2	$553K	Hold	8,810	–	–	0.33%	36
2025 Q1	$526K	Hold	8,810	–	–	0.37%	34
2024 Q4	$477K	Hold	8,810	–	–	0.3%	36
2024 Q3	$402K	Hold	8,810	–	–	0.26%	41
2024 Q2	$374K	Hold	8,810	–	–	0.28%	49
2024 Q1	$343K	Hold	8,810	–	–	0.23%	61
2023 Q4	$323K	Buy	+8,810	New	+$309K	0.23%	63

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Granite Group Advisors's WMB Position: Q3 2026 in Review

Granite Group Advisors reduced its Williams Companies (WMB) stake by 0.78% in Q3 2026, selling an estimated $5.02K and leaving 8,741 shares worth $594K. The position accounts for 0.38% of the portfolio, ranked #40.

Granite Group Advisors first reported a position in WMB in Q4 2023 and has held it in 12 quarters since. The position peaked at $655K in Q2 2026. 1,070 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Granite Group Advisors held 8,741 shares of Williams Companies worth $594K as of Q3 2026.
Granite Group Advisors sold 69 Williams Companies shares in Q3 2026, an estimated $5.02K.
Williams Companies made up 0.38% of Granite Group Advisors's portfolio in Q3 2026, its #40 holding.
Granite Group Advisors first reported a position in Williams Companies in Q4 2023 and has held it in 12 quarters since.
Granite Group Advisors's Williams Companies position peaked at $655K in Q2 2026.
1,070 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Granite Group Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.