Nicholas Hoffman & Company
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Nicholas Hoffman & Company’s Williams Companies WMB Stock Holding History

Nicholas Hoffman & Company’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 		$253K Buy
3,728
+2
+0.1% +$145 0.01% 308
2026
Q2 		$277K Sell
3,726
-113
-3% -$8.32K 0.01% 302
2026
Q1 		$279K Sell
3,839
-9,939
-72% -$688K 0.01% 287
2025
Q4 		$828K Sell
13,778
-319
-2% -$19.3K 0.02% 170
2025
Q3 		$893K Buy
14,097
+2
+0% +$117 0.02% 154
2025
Q2 		$885K Sell
14,095
-19
-0.1% -$1.12K 0.02% 144
2025
Q1 		$843K Buy
14,114
+2
+0% +$114 0.03% 139
2024
Q4 		$764K Sell
14,112
-13,218
-48% -$712K 0.03% 142
2024
Q3 		$1.25M Sell
27,330
-196
-0.7% -$8.62K 0.05% 109
2024
Q2 		$1.17M Sell
27,526
-6,015
-18% -$241K 0.05% 108
2024
Q1 		$1.31M Sell
33,541
-383
-1% -$13.6K 0.07% 98
2023
Q4 		$1.18M Sell
33,924
-2,222
-6% -$78K 0.07% 105
2023
Q3 		$1.22M Sell
36,146
-202
-0.6% -$6.89K 0.09% 90
2023
Q2 		$1.19M Sell
36,348
-2,531
-7% -$76K 0.05% 99
2023
Q1 		$1.16M Buy
38,879
+9
+0% +$278 0.1% 99
2022
Q4 		$1.28M Sell
38,870
-418
-1% -$13.6K 0.14% 95
2022
Q3 		$1.12M Buy
39,288
+754
+2% +$24.6K 0.05% 93
2022
Q2 		$1.2M Sell
38,534
-3,899
-9% -$135K 0.06% 91
2022
Q1 		$1.42M Sell
42,433
-435
-1% -$13.3K 0.06% 77
2021
Q4 		$1.12M Sell
42,868
-1,481
-3% -$40.9K 0.04% 97
2021
Q3 		$1.15M Buy
44,349
+152
+0.3% +$3.83K 0.2% 91
2021
Q2 		$1.17M Buy
44,197
+77
+0.2% +$1.97K 0.21% 92
2021
Q1 		$1.04M Buy
44,120
+14,130
+47% +$321K 0.21% 99
2020
Q4 		$601K Buy
29,990
+13
+0% +$264 0.14% 120
2020
Q3 		$589K Sell
29,977
-1,562
-5% -$31.8K 0.16% 113
2020
Q2 		$600K Sell
31,539
-2,389
-7% -$44.5K 0.17% 110
2020
Q1 		$480K Buy
+33,928
New +$657K 0.16% 111

Other funds holding WMB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Nicholas Hoffman & Company's WMB Position: Q3 2026 in Review

Nicholas Hoffman & Company increased its Williams Companies (WMB) stake by 0.05% in Q3 2026, buying an estimated $145 and bringing the position to 3,728 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #308.

Nicholas Hoffman & Company first reported a position in WMB in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.42M in Q1 2022. 1,053 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Nicholas Hoffman & Company held 3,728 shares of Williams Companies worth $253K as of Q3 2026.
  • Nicholas Hoffman & Company bought 2 Williams Companies shares in Q3 2026, an estimated $145.
  • Williams Companies made up 0.01% of Nicholas Hoffman & Company's portfolio in Q3 2026, its #308 holding.
  • Nicholas Hoffman & Company first reported a position in Williams Companies in Q1 2020 and has held it in 27 quarters since.
  • Nicholas Hoffman & Company's Williams Companies position peaked at $1.42M in Q1 2022.
  • 1,053 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q3 2026, filed 30 Oct 2026.