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McBroom & Associates’s Williams Companies WMB Stock Holding History

McBroom & 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 		$1.25M Sell
18,421
-814
-4% -$59.2K 0.76% 27
2026
Q2 		$1.43M Buy
19,235
+3,612
+23% +$266K 0.72% 27
2026
Q1 		$1.14M Buy
15,623
+1,502
+11% +$104K 0.63% 29
2025
Q4 		$849K Buy
14,121
+1,684
+14% +$102K 0.41% 31
2025
Q3 		$788K Buy
12,437
+7,389
+146% +$434K 0.37% 31
2025
Q2 		$302K Hold
5,048
– – 0.17% 36
2025
Q1 		$302K Buy
+5,048
New +$289K 0.17% 36

Other funds holding WMB

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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

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

McBroom & Associates reduced its Williams Companies (WMB) stake by 4.2% in Q3 2026, selling an estimated $59.2K and leaving 18,421 shares worth $1.25M. The position accounts for 0.76% of the portfolio, ranked #27.

McBroom & Associates first reported a position in WMB in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.43M in Q2 2026. 737 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • McBroom & Associates held 18,421 shares of Williams Companies worth $1.25M as of Q3 2026.
  • McBroom & Associates sold 814 Williams Companies shares in Q3 2026, an estimated $59.2K.
  • Williams Companies made up 0.76% of McBroom & Associates's portfolio in Q3 2026, its #27 holding.
  • McBroom & Associates first reported a position in Williams Companies in Q1 2025 and has held it in 7 quarters since.
  • McBroom & Associates's Williams Companies position peaked at $1.43M in Q2 2026.
  • 737 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on McBroom & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.