Herold Advisors’s Williams Companies WMB Stock Holding History

Herold 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	$957K	Buy	14,083 +2,518	+22%	+$183K	0.19%	124
2026 Q2	$861K	Sell	11,565 -155	-1%	-$11.4K	0.17%	133
2026 Q1	$853K	Buy	11,720 +408	+4%	+$28.2K	0.19%	119
2025 Q4	$680K	Buy	11,312 +85	+0.8%	+$5.14K	0.15%	142
2025 Q3	$711K	Buy	11,227 +15	+0.1%	+$880	0.16%	140
2025 Q2	$704K	Sell	11,212 -336	-3%	-$19.8K	0.15%	153
2025 Q1	$690K	Buy	+11,548	New	+$661K	0.15%	154
2022 Q2	–	Sell	-2,500	Closed	-$83.5K	–	677
2022 Q1	$83.5K	Buy	+2,500	New	+$76.4K	0.03%	296
2021 Q4	–	Sell	-2,500	Closed	-$64K	–	650
2021 Q3	$64K	Buy	+2,500	New	+$63K	0.02%	339

Other funds holding WMB

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Herold Advisors's WMB Position: Q3 2026 in Review

Herold Advisors increased its Williams Companies (WMB) stake by 22% in Q3 2026, buying an estimated $183K and bringing the position to 14,083 shares worth $957K. The position accounts for 0.19% of the portfolio, ranked #124.

Herold Advisors first reported a position in WMB in Q3 2021 and has held it in 9 quarters since. 373 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Herold Advisors held 14,083 shares of Williams Companies worth $957K as of Q3 2026.
Herold Advisors bought 2,518 Williams Companies shares in Q3 2026, an estimated $183K.
Williams Companies made up 0.19% of Herold Advisors's portfolio in Q3 2026, its #124 holding.
Herold Advisors first reported a position in Williams Companies in Q3 2021 and has held it in 9 quarters since.
373 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.