Klingman & Associates’s Williams Companies WMB Stock Holding History

Klingman & Associates’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	$265K	Buy	3,895 +73	+2%	+$5.31K	0.01%	347
2026 Q2	$284K	Buy	3,822 +79	+2%	+$5.81K	0.01%	278
2026 Q1	$272K	Buy	3,743 +159	+4%	+$11K	0.01%	275
2025 Q4	$215K	Buy	+3,584	New	+$217K	0.01%	305
2025 Q3	–	Sell	-3,484	Closed	-$219K	–	342
2025 Q2	$219K	Buy	+3,484	New	+$206K	0.01%	287

Other funds holding WMB

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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 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

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

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Klingman & Associates's WMB Position: Q3 2026 in Review

Klingman & Associates increased its Williams Companies (WMB) stake by 1.9% in Q3 2026, buying an estimated $5.31K and bringing the position to 3,895 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #347.

Klingman & Associates first reported a position in WMB in Q2 2025 and has held it in 5 quarters since. The position peaked at $284K in Q2 2026. 373 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Klingman & Associates held 3,895 shares of Williams Companies worth $265K as of Q3 2026.
Klingman & Associates bought 73 Williams Companies shares in Q3 2026, an estimated $5.31K.
Williams Companies made up 0.01% of Klingman & Associates's portfolio in Q3 2026, its #347 holding.
Klingman & Associates first reported a position in Williams Companies in Q2 2025 and has held it in 5 quarters since.
Klingman & Associates's Williams Companies position peaked at $284K in Q2 2026.
373 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.