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Mirador Capital Partners’s Williams Companies WMB Stock Holding History

Mirador Capital Partners’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 		$1.12M Buy
16,448
+295
+2% +$21.5K 0.13% 109
2026
Q2 		$1.2M Buy
16,153
+140
+0.9% +$10.3K 0.15% 98
2026
Q1 		$1.17M Buy
16,013
+451
+3% +$31.2K 0.17% 82
2025
Q4 		$935K Sell
15,562
-330
-2% -$20K 0.13% 110
2025
Q3 		$1.01M Sell
15,892
-302
-2% -$17.7K 0.14% 103
2025
Q2 		$1.02M Sell
16,194
-518
-3% -$30.6K 0.17% 92
2025
Q1 		$999K Buy
16,712
+196
+1% +$11.2K 0.18% 94
2024
Q4 		$894K Buy
16,516
+468
+3% +$25.2K 0.16% 94
2024
Q3 		$733K Sell
16,048
-324
-2% -$14.2K 0.13% 109
2024
Q2 		$696K Buy
16,372
+61
+0.4% +$2.45K 0.13% 102
2024
Q1 		$636K Buy
16,311
+202
+1% +$7.18K 0.12% 113
2023
Q4 		$561K Sell
16,109
-1,479
-8% -$51.9K 0.12% 107
2023
Q3 		$593K Sell
17,588
-722
-4% -$24.6K 0.13% 107
2023
Q2 		$597K Sell
18,310
-2,339
-11% -$70.2K 0.14% 113
2023
Q1 		$617K Buy
20,649
+273
+1% +$8.43K 0.15% 100
2022
Q4 		$670K Buy
20,376
+5,885
+41% +$192K 0.16% 92
2022
Q3 		$415K Buy
+14,491
New +$472K 0.1% 129

Other funds holding WMB

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Mirador Capital Partners's WMB Position: Q3 2026 in Review

Mirador Capital Partners increased its Williams Companies (WMB) stake by 1.8% in Q3 2026, buying an estimated $21.5K and bringing the position to 16,448 shares worth $1.12M. The position accounts for 0.13% of the portfolio, ranked #109.

Mirador Capital Partners first reported a position in WMB in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.2M in Q2 2026. 82 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Mirador Capital Partners held 16,448 shares of Williams Companies worth $1.12M as of Q3 2026.
  • Mirador Capital Partners bought 295 Williams Companies shares in Q3 2026, an estimated $21.5K.
  • Williams Companies made up 0.13% of Mirador Capital Partners's portfolio in Q3 2026, its #109 holding.
  • Mirador Capital Partners first reported a position in Williams Companies in Q3 2022 and has held it in 17 quarters since.
  • Mirador Capital Partners's Williams Companies position peaked at $1.2M in Q2 2026.
  • 82 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

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