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Investment Partners Asset Management’s Williams Companies WMB Stock Holding History

Investment Partners Asset 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 		$460K Hold
6,765
– – 0.25% 103
2026
Q2 		$503K Buy
6,765
+6
+0.1% +$442 0.28% 97
2026
Q1 		$492K Buy
6,759
+10
+0.1% +$692 0.3% 91
2025
Q4 		$406K Buy
6,749
+50
+0.7% +$3.02K 0.25% 106
2025
Q3 		$424K Hold
6,699
– – 0.28% 107
2025
Q2 		$421K Buy
6,699
+675
+11% +$39.9K 0.29% 106
2025
Q1 		$360K Sell
6,024
-1,503
-20% -$86K 0.28% 107
2024
Q4 		$407K Hold
7,527
– – 0.32% 94
2024
Q3 		$344K Hold
7,527
– – 0.28% 102
2024
Q2 		$320K Sell
7,527
-75
-1% -$3.01K 0.29% 101
2024
Q1 		$296K Buy
7,602
+109
+1% +$3.87K 0.27% 106
2023
Q4 		$261K Buy
+7,493
New +$263K 0.26% 105

Other funds holding WMB

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Investment Partners Asset Management's WMB Position: Q3 2026 in Review

Investment Partners Asset Management held its Williams Companies (WMB) position steady in Q3 2026 at 6,765 shares worth $460K. The position accounts for 0.25% of the portfolio, ranked #103.

Investment Partners Asset Management first reported a position in WMB in Q4 2023 and has held it in 12 quarters since. The position peaked at $503K in Q2 2026. 82 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Investment Partners Asset Management held 6,765 shares of Williams Companies worth $460K as of Q3 2026.
  • Investment Partners Asset Management left its Williams Companies share count unchanged in Q3 2026.
  • Williams Companies made up 0.25% of Investment Partners Asset Management's portfolio in Q3 2026, its #103 holding.
  • Investment Partners Asset Management first reported a position in Williams Companies in Q4 2023 and has held it in 12 quarters since.
  • Investment Partners Asset Management's Williams Companies position peaked at $503K in Q2 2026.
  • 82 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.