HF Advisory Group’s Williams Companies WMB Stock Holding History

HF Advisory 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	$756K	Sell	11,116 -72	-0.6%	-$5.24K	0.23%	108
2026 Q2	$832K	Sell	11,188 -1,126	-9%	-$82.9K	0.26%	109
2026 Q1	$896K	Sell	12,314 -64	-0.5%	-$4.43K	0.31%	100
2025 Q4	$744K	Sell	12,378 -45	-0.4%	-$2.72K	0.26%	107
2025 Q3	$787K	Buy	12,423 +487	+4%	+$28.6K	0.29%	109
2025 Q2	$750K	Sell	11,936 -969	-8%	-$57.2K	0.3%	105
2025 Q1	$771K	Sell	12,905 -1,124	-8%	-$64.3K	0.34%	104
2024 Q4	$759K	Sell	14,029 -2,570	-15%	-$138K	0.35%	98
2024 Q3	$758K	Sell	16,599 -642	-4%	-$28.2K	0.35%	102
2024 Q2	$733K	Sell	17,241 -309	-2%	-$12.4K	0.38%	96
2024 Q1	$684K	Buy	17,550 +3,767	+27%	+$134K	0.38%	91
2023 Q4	$480K	Sell	13,783 -1,452	-10%	-$51K	0.31%	104
2023 Q3	$512K	Sell	15,235 -432	-3%	-$14.7K	0.38%	87
2023 Q2	$511K	Buy	+15,667	New	+$470K	0.4%	81

Other funds holding WMB

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

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 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

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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

HF Advisory Group's WMB Position: Q3 2026 in Review

HF Advisory Group reduced its Williams Companies (WMB) stake by 0.64% in Q3 2026, selling an estimated $5.24K and leaving 11,116 shares worth $756K. The position accounts for 0.23% of the portfolio, ranked #108.

HF Advisory Group first reported a position in WMB in Q2 2023 and has held it in 14 quarters since. The position peaked at $896K in Q1 2026. 398 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

HF Advisory Group held 11,116 shares of Williams Companies worth $756K as of Q3 2026.
HF Advisory Group sold 72 Williams Companies shares in Q3 2026, an estimated $5.24K.
Williams Companies made up 0.23% of HF Advisory Group's portfolio in Q3 2026, its #108 holding.
HF Advisory Group first reported a position in Williams Companies in Q2 2023 and has held it in 14 quarters since.
HF Advisory Group's Williams Companies position peaked at $896K in Q1 2026.
398 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.