Olistico Wealth
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Olistico Wealth’s Williams Companies WMB Stock Holding History

Olistico 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 		$707K Buy
10,401
+5,679
+120% +$413K 0.3% 58
2026
Q2 		$351K Sell
4,722
-396
-8% -$29.1K 0.15% 84
2026
Q1 		$372K Buy
5,118
+2,030
+66% +$141K 0.18% 73
2025
Q4 		$186K Buy
+3,088
New +$187K 0.09% 99
2025
Q3 		– Sell
-2,558
Closed -$161K – 347
2025
Q2 		$161K Sell
2,558
-495
-16% -$29.2K 0.09% 104
2025
Q1 		$182K Buy
3,053
+484
+19% +$27.7K 0.11% 105
2024
Q4 		$139K Sell
2,569
-40
-2% -$2.16K 0.08% 113
2024
Q3 		$119K Sell
2,609
-316
-11% -$13.9K 0.07% 115
2024
Q2 		$124K Buy
+2,925
New +$117K 0.08% 116

Other funds holding WMB

Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Olistico Wealth's WMB Position: Q3 2026 in Review

Olistico Wealth increased its Williams Companies (WMB) stake by 120% in Q3 2026, buying an estimated $413K and bringing the position to 10,401 shares worth $707K. The position accounts for 0.3% of the portfolio, ranked #58.

Olistico Wealth first reported a position in WMB in Q2 2024 and has held it in 9 quarters since. 411 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Olistico Wealth held 10,401 shares of Williams Companies worth $707K as of Q3 2026.
  • Olistico Wealth bought 5,679 Williams Companies shares in Q3 2026, an estimated $413K.
  • Williams Companies made up 0.3% of Olistico Wealth's portfolio in Q3 2026, its #58 holding.
  • Olistico Wealth first reported a position in Williams Companies in Q2 2024 and has held it in 9 quarters since.
  • 411 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.