Helen Stephens Group
WMB icon

Helen Stephens Group’s Williams Companies WMB Stock Holding History

Helen Stephens Group’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 		$237K Buy
3,489
+7
+0.2% +$509 0.04% 121
2026
Q2 		$259K Buy
3,482
+8
+0.2% +$589 0.04% 118
2026
Q1 		$253K Buy
+3,474
New +$241K 0.05% 105
2025
Q4 		– Sell
-3,250
Closed -$206K – 124
2025
Q3 		$206K Buy
+3,250
New +$191K 0.05% 106

Other funds holding WMB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Helen Stephens Group's WMB Position: Q3 2026 in Review

Helen Stephens Group increased its Williams Companies (WMB) stake by 0.2% in Q3 2026, buying an estimated $509 and bringing the position to 3,489 shares worth $237K. The position accounts for 0.04% of the portfolio, ranked #121.

Helen Stephens Group first reported a position in WMB in Q3 2025 and has held it in 4 quarters since. The position peaked at $259K in Q2 2026. 1,520 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Helen Stephens Group held 3,489 shares of Williams Companies worth $237K as of Q3 2026.
  • Helen Stephens Group bought 7 Williams Companies shares in Q3 2026, an estimated $509.
  • Williams Companies made up 0.04% of Helen Stephens Group's portfolio in Q3 2026, its #121 holding.
  • Helen Stephens Group first reported a position in Williams Companies in Q3 2025 and has held it in 4 quarters since.
  • Helen Stephens Group's Williams Companies position peaked at $259K in Q2 2026.
  • 1,520 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

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