Next Level Wealth Planning’s Williams Companies WMB Stock Holding History

Next Level Wealth Planning’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	$50.2K	Buy	+738	New	+$53.7K	0.02%	173

Other funds holding WMB

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Next Level Wealth Planning's WMB Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Williams Companies (WMB) in Q3 2026: 738 shares worth $50.2K. The stake represents 0.02% of the portfolio and ranks #173 among its holdings.

973 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Next Level Wealth Planning held 738 shares of Williams Companies worth $50.2K as of Q3 2026.
Williams Companies was a new Next Level Wealth Planning position in Q3 2026.
Williams Companies made up 0.02% of Next Level Wealth Planning's portfolio in Q3 2026, its #173 holding.
973 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.