Mitchell & Pahl Private Wealth’s Williams Companies WMB Stock Holding History

Mitchell & Pahl Private Wealth’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	$1.08M	Sell	15,961 -142	-0.9%	-$10.3K	0.39%	85
2026 Q2	$1.2M	Sell	16,103 -396	-2%	-$29.1K	0.44%	78
2026 Q1	$1.2M	Sell	16,499 -343	-2%	-$23.7K	0.49%	75
2025 Q4	$1.01M	Hold	16,842	–	–	0.42%	88
2025 Q3	$1.07M	Sell	16,842 -262	-2%	-$15.4K	0.45%	82
2025 Q2	$1.07M	Sell	17,104 -1,063	-6%	-$62.8K	0.47%	75
2025 Q1	$1.09M	Sell	18,167 -227	-1%	-$13K	0.51%	73
2024 Q4	$995K	Sell	18,394 -1,427	-7%	-$76.9K	0.47%	77
2024 Q3	$905K	Sell	19,821 -324	-2%	-$14.2K	0.42%	88
2024 Q2	$856K	Sell	20,145 -19	-0.1%	-$762	0.45%	82
2024 Q1	$786K	Sell	20,164 -1,734	-8%	-$61.6K	0.41%	94
2023 Q4	$763K	Sell	21,898 -25	-0.1%	-$877	0.43%	85
2023 Q3	$739K	Sell	21,923 -1,225	-5%	-$41.8K	0.44%	84
2023 Q2	$755K	Sell	23,148 -1,326	-5%	-$39.8K	0.46%	83
2023 Q1	$731K	Sell	24,474 -983	-4%	-$30.4K	0.46%	78
2022 Q4	$838K	Sell	25,457 -867	-3%	-$28.2K	0.55%	66
2022 Q3	$754K	Sell	26,324 -3,019	-10%	-$98.4K	0.56%	67
2022 Q2	$916K	Sell	29,343 -1,982	-6%	-$68.4K	0.64%	55
2022 Q1	$1.05M	Sell	31,325 -429	-1%	-$13.1K	0.67%	52
2021 Q4	$827K	Sell	31,754 -191	-0.6%	-$5.28K	0.53%	65
2021 Q3	$829K	Sell	31,945 -76	-0.2%	-$1.91K	0.6%	61
2021 Q2	$850K	Hold	32,021	–	–	0.61%	59
2021 Q1	$759K	Sell	32,021 -750	-2%	-$17K	0.59%	60
2020 Q4	$657K	Buy	+32,771	New	+$664K	0.55%	63

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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

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

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

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

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Mitchell & Pahl Private Wealth's WMB Position: Q3 2026 in Review

Mitchell & Pahl Private Wealth reduced its Williams Companies (WMB) stake by 0.88% in Q3 2026, selling an estimated $10.3K and leaving 15,961 shares worth $1.08M. The position accounts for 0.39% of the portfolio, ranked #85.

Mitchell & Pahl Private Wealth first reported a position in WMB in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.2M in Q1 2026. 373 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Mitchell & Pahl Private Wealth held 15,961 shares of Williams Companies worth $1.08M as of Q3 2026.
Mitchell & Pahl Private Wealth sold 142 Williams Companies shares in Q3 2026, an estimated $10.3K.
Williams Companies made up 0.39% of Mitchell & Pahl Private Wealth's portfolio in Q3 2026, its #85 holding.
Mitchell & Pahl Private Wealth first reported a position in Williams Companies in Q4 2020 and has held it in 24 quarters since.
Mitchell & Pahl Private Wealth's Williams Companies position peaked at $1.2M in Q1 2026.
373 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.