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Grove Bank & Trust’s Williams Companies WMB Stock Holding History

Grove Bank & Trust’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 		$255K Buy
3,752
+14
+0.4% +$1.02K 0.03% 243
2026
Q2 		$278K Hold
3,738
– – 0.03% 229
2026
Q1 		$272K Sell
3,738
-25
-0.7% -$1.73K 0.03% 224
2025
Q4 		$226K Hold
3,763
– – 0.03% 246
2025
Q3 		$238K Sell
3,763
-25
-0.7% -$1.47K 0.03% 234
2025
Q2 		$238K Buy
3,788
+223
+6% +$13.2K 0.03% 229
2025
Q1 		$213K Buy
3,565
+595
+20% +$34.1K 0.03% 232
2024
Q4 		$161K Sell
2,970
-10,216
-77% -$551K 0.02% 243
2024
Q3 		$602K Sell
13,186
-1,928
-13% -$84.7K 0.09% 144
2024
Q2 		$642K Sell
15,114
-641
-4% -$25.7K 0.1% 122
2024
Q1 		$614K Sell
15,755
-12,212
-44% -$434K 0.1% 127
2023
Q4 		$974K Sell
27,967
-2,085
-7% -$73.2K 0.18% 94
2023
Q3 		$1.01M Buy
30,052
+3,596
+14% +$123K 0.21% 89
2023
Q2 		$863K Sell
26,456
-2,042
-7% -$61.3K 0.17% 103
2023
Q1 		$851K Sell
28,498
-792
-3% -$24.5K 0.18% 104
2022
Q4 		$964K Buy
29,290
+5,346
+22% +$174K 0.21% 95
2022
Q3 		$686K Buy
23,944
+6,318
+36% +$206K 0.17% 110
2022
Q2 		$550K Buy
17,626
+4,453
+34% +$154K 0.13% 126
2022
Q1 		$440K Buy
13,173
+4,947
+60% +$151K 0.09% 158
2021
Q4 		$214K Sell
8,226
-250
-3% -$6.91K 0.04% 222
2021
Q3 		$220K Buy
+8,476
New +$213K 0.05% 218
2017
Q4 		– Sell
-310
Closed -$9K – 574
2017
Q3 		$9K Sell
310
-165
-35% -$5.02K ﹤0.01% 477
2017
Q2 		$14K Buy
475
+260
+121% +$7.75K 0.01% 426
2017
Q1 		$6K Hold
215
– – ﹤0.01% 407
2016
Q4 		$7K Buy
+215
New +$6.48K 0.01% 416

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

Grove Bank & Trust's WMB Position: Q3 2026 in Review

Grove Bank & Trust increased its Williams Companies (WMB) stake by 0.37% in Q3 2026, buying an estimated $1.02K and bringing the position to 3,752 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #243.

Grove Bank & Trust first reported a position in WMB in Q4 2016 and has held it in 25 quarters since. The position peaked at $1.01M in Q3 2023. 82 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Grove Bank & Trust held 3,752 shares of Williams Companies worth $255K as of Q3 2026.
  • Grove Bank & Trust bought 14 Williams Companies shares in Q3 2026, an estimated $1.02K.
  • Williams Companies made up 0.03% of Grove Bank & Trust's portfolio in Q3 2026, its #243 holding.
  • Grove Bank & Trust first reported a position in Williams Companies in Q4 2016 and has held it in 25 quarters since.
  • Grove Bank & Trust's Williams Companies position peaked at $1.01M in Q3 2023.
  • 82 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.