Lincoln Capital’s Williams Companies WMB Stock Holding History

Lincoln Capital’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	–	Sell	-2,885	Closed	-$214K	–	143
2026 Q2	$214K	Hold	2,885	–	–	0.04%	132
2026 Q1	$210K	Buy	+2,885	New	+$200K	0.04%	131

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

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Lincoln Capital's WMB Position: Q3 2026 in Review

Lincoln Capital sold out of Williams Companies (WMB) in Q3 2026, closing a stake of 2,885 shares — an estimated $214K sold.

Lincoln Capital first reported a position in WMB in Q1 2026 and held it in 2 quarters. The position peaked at $214K in Q2 2026. 82 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Lincoln Capital reported no remaining Williams Companies position as of Q3 2026 after selling out during the quarter.
Lincoln Capital sold 2,885 Williams Companies shares in Q3 2026, an estimated $214K.
Lincoln Capital first reported a position in Williams Companies in Q1 2026 and held it in 2 quarters.
Lincoln Capital's Williams Companies position peaked at $214K in Q2 2026.
82 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Lincoln Capital's 13F filing for Q3 2026, filed 9 Oct 2026.