Howard Capital Management’s Williams Companies WMB Stock Holding History

Howard Capital Management’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	$550K	Sell	8,095 -88	-1%	-$6.4K	0.01%	275
2026 Q2	$608K	Buy	8,183 +3,785	+86%	+$279K	0.01%	298
2026 Q1	$320K	Sell	4,398 -4,204	-49%	-$291K	0.01%	272
2025 Q4	$517K	Buy	8,602 +46	+0.5%	+$2.78K	0.01%	305
2025 Q3	$542K	Sell	8,556 -4,159	-33%	-$244K	0.01%	290
2025 Q2	$799K	Buy	12,715 +1,167	+10%	+$68.9K	0.01%	249
2025 Q1	$690K	Sell	11,548 -1,104	-9%	-$63.2K	0.02%	234
2024 Q4	$685K	Buy	12,652 +331	+3%	+$17.8K	0.01%	258
2024 Q3	$562K	Buy	+12,321	New	+$542K	0.01%	263

Other funds holding WMB

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Howard Capital Management's WMB Position: Q3 2026 in Review

Howard Capital Management reduced its Williams Companies (WMB) stake by 1.1% in Q3 2026, selling an estimated $6.4K and leaving 8,095 shares worth $550K. The position accounts for 0.01% of the portfolio, ranked #275.

Howard Capital Management first reported a position in WMB in Q3 2024 and has held it in 9 quarters since. The position peaked at $799K in Q2 2025. 793 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Howard Capital Management held 8,095 shares of Williams Companies worth $550K as of Q3 2026.
Howard Capital Management sold 88 Williams Companies shares in Q3 2026, an estimated $6.4K.
Williams Companies made up 0.01% of Howard Capital Management's portfolio in Q3 2026, its #275 holding.
Howard Capital Management first reported a position in Williams Companies in Q3 2024 and has held it in 9 quarters since.
Howard Capital Management's Williams Companies position peaked at $799K in Q2 2025.
793 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Howard Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.