James T. Borello
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James T. Borello’s Williams Companies WMB Stock Holding History

James T. Borello’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 		$26.8K Sell
395
-81
-17% -$5.89K 0.01% 349
2026
Q2 		$35.4K Buy
476
+148
+45% +$10.9K 0.01% 292
2026
Q1 		$23.9K Buy
328
+94
+40% +$6.51K 0.01% 332
2025
Q4 		$14.1K Buy
234
+104
+80% +$6.29K ﹤0.01% 338
2025
Q3 		$8.24K Buy
+130
New +$7.63K ﹤0.01% 338

Other funds holding WMB

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

James T. Borello's WMB Position: Q3 2026 in Review

James T. Borello reduced its Williams Companies (WMB) stake by 17% in Q3 2026, selling an estimated $5.89K and leaving 395 shares worth $26.8K. The position accounts for 0.01% of the portfolio, ranked #349.

James T. Borello first reported a position in WMB in Q3 2025 and has held it in 5 quarters since. The position peaked at $35.4K in Q2 2026. 716 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • James T. Borello held 395 shares of Williams Companies worth $26.8K as of Q3 2026.
  • James T. Borello sold 81 Williams Companies shares in Q3 2026, an estimated $5.89K.
  • Williams Companies made up 0.01% of James T. Borello's portfolio in Q3 2026, its #349 holding.
  • James T. Borello first reported a position in Williams Companies in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello's Williams Companies position peaked at $35.4K in Q2 2026.
  • 716 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.