Kellett Wealth Advisors
WMB icon

Kellett Wealth Advisors’s Williams Companies WMB Stock Holding History

Kellett Wealth Advisors’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 		$313K Buy
4,600
+200
+5% +$14.5K 0.11% 77
2026
Q2 		$327K Buy
4,400
+200
+5% +$14.7K 0.15% 70
2026
Q1 		$306K Hold
4,200
– – 0.17% 61
2025
Q4 		$252K Hold
4,200
– – 0.14% 68
2025
Q3 		$266K Hold
4,200
– – 0.16% 61
2025
Q2 		$264K Buy
+4,200
New +$248K 0.17% 57

Other funds holding WMB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Kellett Wealth Advisors's WMB Position: Q3 2026 in Review

Kellett Wealth Advisors increased its Williams Companies (WMB) stake by 4.5% in Q3 2026, buying an estimated $14.5K and bringing the position to 4,600 shares worth $313K. The position accounts for 0.11% of the portfolio, ranked #77.

Kellett Wealth Advisors first reported a position in WMB in Q2 2025 and has held it in 6 quarters since. The position peaked at $327K in Q2 2026. 1,046 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Kellett Wealth Advisors held 4,600 shares of Williams Companies worth $313K as of Q3 2026.
  • Kellett Wealth Advisors bought 200 Williams Companies shares in Q3 2026, an estimated $14.5K.
  • Williams Companies made up 0.11% of Kellett Wealth Advisors's portfolio in Q3 2026, its #77 holding.
  • Kellett Wealth Advisors first reported a position in Williams Companies in Q2 2025 and has held it in 6 quarters since.
  • Kellett Wealth Advisors's Williams Companies position peaked at $327K in Q2 2026.
  • 1,046 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Kellett Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.