Legacy Advisors
WMB icon

Legacy Advisors’s Williams Companies WMB Stock Holding History

Legacy 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 		$2.04M Buy
30,060
+1,306
+5% +$95K 0.19% 57
2026
Q2 		$2.14M Sell
28,754
-2,898
-9% -$213K 0.2% 64
2026
Q1 		$2.3M Sell
31,652
-5,130
-14% -$355K 0.27% 50
2025
Q4 		$2.21M Sell
36,782
-1,492
-4% -$90.2K 0.24% 54
2025
Q3 		$2.42M Buy
+38,274
New +$2.25M 0.3% 46
2025
Q1 		$2.51M Buy
42,011
+861
+2% +$49.3K 0.26% 74
2024
Q4 		$2.23M Sell
41,150
-2,596
-6% -$140K 0.22% 80
2024
Q3 		$2M Buy
43,746
+3,392
+8% +$149K 0.22% 84
2024
Q2 		$1.72M Buy
40,354
+311
+0.8% +$12.5K 0.21% 83
2024
Q1 		$1.56M Sell
40,043
-3,194
-7% -$113K 0.2% 93
2023
Q4 		$1.51M Buy
43,237
+1,836
+4% +$64.4K 0.19% 96
2023
Q3 		$1.39M Buy
41,401
+361
+0.9% +$12.3K 0.22% 92
2023
Q2 		$1.34M Buy
41,040
+10,601
+35% +$318K 0.2% 95
2023
Q1 		$909K Buy
30,439
+259
+0.9% +$8K 0.17% 104
2022
Q4 		$993K Buy
30,180
+305
+1% +$9.9K 0.18% 87
2022
Q3 		$855K Sell
29,875
-697
-2% -$22.7K 0.19% 82
2022
Q2 		$954K Buy
30,572
+11,520
+60% +$398K 0.2% 76
2022
Q1 		$637K Buy
+19,052
New +$582K 0.12% 104
2019
Q3 		– Sell
-1,000
Closed -$28K – 331
2019
Q2 		$28K Hold
1,000
– – 0.02% 237
2019
Q1 		$29K Buy
+1,000
New +$26.8K 0.01% 253
2018
Q4 		– Sell
-1,000
Closed -$27K – 398
2018
Q3 		$27K Hold
1,000
– – 0.01% 277
2018
Q2 		$27K Hold
1,000
– – 0.02% 234
2018
Q1 		$25K Hold
1,000
– – 0.02% 200
2017
Q4 		$30K Hold
1,000
– – 0.03% 157
2017
Q3 		$30K Hold
1,000
– – 0.03% 138
2017
Q2 		$30K Hold
1,000
– – 0.04% 119
2017
Q1 		$29K Hold
1,000
– – 0.04% 116
2016
Q4 		$31K Buy
+1,000
New +$30.1K 0.04% 126

Other funds holding WMB

Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 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
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Legacy Advisors's WMB Position: Q3 2026 in Review

Legacy Advisors increased its Williams Companies (WMB) stake by 4.5% in Q3 2026, buying an estimated $95K and bringing the position to 30,060 shares worth $2.04M. The position accounts for 0.19% of the portfolio, ranked #57.

Legacy Advisors first reported a position in WMB in Q4 2016 and has held it in 28 quarters since. The position peaked at $2.51M in Q1 2025. 469 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Legacy Advisors held 30,060 shares of Williams Companies worth $2.04M as of Q3 2026.
  • Legacy Advisors bought 1,306 Williams Companies shares in Q3 2026, an estimated $95K.
  • Williams Companies made up 0.19% of Legacy Advisors's portfolio in Q3 2026, its #57 holding.
  • Legacy Advisors first reported a position in Williams Companies in Q4 2016 and has held it in 28 quarters since.
  • Legacy Advisors's Williams Companies position peaked at $2.51M in Q1 2025.
  • 469 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.