Highline Wealth Partners’s Williams Companies WMB Stock Holding History

Highline Wealth Partners’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	$25.1K	Buy	369 +12	+3%	+$873	﹤0.01%	393
2026 Q2	$26.5K	Buy	357 +81	+29%	+$5.96K	0.01%	339
2026 Q1	$20.1K	Buy	276 +2	+0.7%	+$138	0.01%	295
2025 Q4	$16.5K	Sell	274 -55	-17%	-$3.32K	﹤0.01%	293
2025 Q3	$20.8K	Hold	329	–	–	0.01%	270
2025 Q2	$20.7K	Buy	329 +67	+26%	+$3.96K	0.01%	222
2025 Q1	$15.7K	Buy	262 +40	+18%	+$2.29K	0.01%	235
2024 Q4	$12K	Buy	222 +67	+43%	+$3.61K	﹤0.01%	224
2024 Q3	$7.08K	Buy	155 +33	+27%	+$1.45K	﹤0.01%	298
2024 Q2	$5.18K	Buy	+122	New	+$4.89K	﹤0.01%	288

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

Highline Wealth Partners's WMB Position: Q3 2026 in Review

Highline Wealth Partners increased its Williams Companies (WMB) stake by 3.4% in Q3 2026, buying an estimated $873 and bringing the position to 369 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Highline Wealth Partners first reported a position in WMB in Q2 2024 and has held it in 10 quarters since. The position peaked at $26.5K in Q2 2026. 469 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Highline Wealth Partners held 369 shares of Williams Companies worth $25.1K as of Q3 2026.
Highline Wealth Partners bought 12 Williams Companies shares in Q3 2026, an estimated $873.
Williams Companies made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #393 holding.
Highline Wealth Partners first reported a position in Williams Companies in Q2 2024 and has held it in 10 quarters since.
Highline Wealth Partners's Williams Companies position peaked at $26.5K in Q2 2026.
469 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.