Lee, Danner & Bass
WMB icon

Lee, Danner & Bass’s Williams Companies WMB Stock Holding History

Lee, Danner & Bass’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 		$204K Sell
3,000
-23
-0.8% -$1.67K 0.01% 239
2026
Q2 		$225K Hold
3,023
– – 0.01% 235
2026
Q1 		$220K Buy
+3,023
New +$209K 0.01% 234
2025
Q1 		– Sell
-3,023
Closed -$164K – 706
2024
Q4 		$164K Buy
+3,023
New +$163K 0.01% 237

Other funds holding WMB

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Lee, Danner & Bass's WMB Position: Q3 2026 in Review

Lee, Danner & Bass reduced its Williams Companies (WMB) stake by 0.76% in Q3 2026, selling an estimated $1.67K and leaving 3,000 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #239.

Lee, Danner & Bass first reported a position in WMB in Q4 2024 and has held it in 4 quarters since. The position peaked at $225K in Q2 2026. 687 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Lee, Danner & Bass held 3,000 shares of Williams Companies worth $204K as of Q3 2026.
  • Lee, Danner & Bass sold 23 Williams Companies shares in Q3 2026, an estimated $1.67K.
  • Williams Companies made up 0.01% of Lee, Danner & Bass's portfolio in Q3 2026, its #239 holding.
  • Lee, Danner & Bass first reported a position in Williams Companies in Q4 2024 and has held it in 4 quarters since.
  • Lee, Danner & Bass's Williams Companies position peaked at $225K in Q2 2026.
  • 687 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Lee, Danner & Bass's 13F filing for Q3 2026, filed 27 Oct 2026.