Hardy Reed’s Williams Companies WMB Stock Holding History

Hardy Reed’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	$509K	Buy	7,482 +71	+1%	+$5.16K	0.03%	152
2026 Q2	$551K	Buy	7,411 +7	+0.1%	+$515	0.04%	141
2026 Q1	$539K	Buy	7,404 +1,583	+27%	+$110K	0.04%	134
2025 Q4	$350K	Sell	5,821 -884	-13%	-$53.4K	0.03%	181
2025 Q3	$425K	Buy	6,705 +376	+6%	+$22.1K	0.03%	155
2025 Q2	$398K	Buy	6,329 +90	+1%	+$5.31K	0.03%	157
2025 Q1	$373K	Hold	6,239	–	–	0.03%	157
2024 Q4	$338K	Buy	6,239 +19	+0.3%	+$1.02K	0.03%	173
2024 Q3	$284K	Hold	6,220	–	–	0.03%	197
2024 Q2	$264K	Buy	+6,220	New	+$250K	0.03%	199

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

Hardy Reed's WMB Position: Q3 2026 in Review

Hardy Reed increased its Williams Companies (WMB) stake by 0.96% in Q3 2026, buying an estimated $5.16K and bringing the position to 7,482 shares worth $509K. The position accounts for 0.03% of the portfolio, ranked #152.

Hardy Reed first reported a position in WMB in Q2 2024 and has held it in 10 quarters since. The position peaked at $551K in Q2 2026. 1,145 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Hardy Reed held 7,482 shares of Williams Companies worth $509K as of Q3 2026.
Hardy Reed bought 71 Williams Companies shares in Q3 2026, an estimated $5.16K.
Williams Companies made up 0.03% of Hardy Reed's portfolio in Q3 2026, its #152 holding.
Hardy Reed first reported a position in Williams Companies in Q2 2024 and has held it in 10 quarters since.
Hardy Reed's Williams Companies position peaked at $551K in Q2 2026.
1,145 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Hardy Reed's 13F filing for Q3 2026, filed 6 Nov 2026.