Perigon Wealth Management
WMB icon

Perigon Wealth Management’s Williams Companies WMB Stock Holding History

Perigon Wealth Management’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 		$1.78M Buy
26,161
+79
+0.3% +$5.75K 0.03% 436
2026
Q2 		$1.94M Buy
26,082
+1,548
+6% +$114K 0.03% 420
2026
Q1 		$1.79M Sell
24,534
-2,615
-10% -$181K 0.03% 402
2025
Q4 		$1.63M Sell
27,149
-3,267
-11% -$198K 0.03% 417
2025
Q3 		$1.93M Buy
30,416
+5,069
+20% +$297K 0.04% 364
2025
Q2 		$1.59M Sell
25,347
-2,128
-8% -$126K 0.04% 381
2025
Q1 		$1.64M Buy
27,475
+1,966
+8% +$113K 0.04% 343
2024
Q4 		$1.51M Buy
25,509
+14,814
+139% +$798K 0.04% 351
2024
Q3 		$488K Buy
+10,695
New +$470K 0.01% 626
2024
Q1 		– Sell
-12,443
Closed -$433K – 920
2023
Q4 		$433K Buy
12,443
+1,530
+14% +$53.7K 0.01% 540
2023
Q3 		$368K Buy
10,913
+2,202
+25% +$75.1K 0.01% 523
2023
Q2 		$284K Sell
8,711
-1,103
-11% -$33.1K 0.01% 626
2023
Q1 		$293K Buy
9,814
+813
+9% +$25.1K 0.02% 545
2022
Q4 		$296K Buy
+9,001
New +$293K 0.02% 532
2021
Q1 		– Sell
-1,246
Closed -$25K – 1038
2020
Q4 		$25K Buy
+1,246
New +$25.3K ﹤0.01% 975
2018
Q2 		– Sell
-149
Closed -$4K – 594
2018
Q1 		$4K Sell
149
-416
-74% -$12.3K ﹤0.01% 569
2017
Q4 		$17K Hold
565
– – 0.01% 432
2017
Q3 		$17K Hold
565
– – 0.01% 462
2017
Q2 		$17K Hold
565
– – ﹤0.01% 462
2017
Q1 		$17K Hold
565
– – ﹤0.01% 484
2016
Q4 		$17K Hold
565
– – ﹤0.01% 493
2016
Q3 		$17K Hold
565
– – ﹤0.01% 424
2016
Q2 		$12K Hold
565
– – ﹤0.01% 363
2016
Q1 		$9K Buy
+565
New +$9.7K ﹤0.01% 240
2015
Q3 		– Sell
-5,363
Closed -$308K – 213
2015
Q2 		$308K Buy
5,363
+812
+18% +$41.8K 0.08% 181
2015
Q1 		$230K Sell
4,551
-1,945
-30% -$90.2K 0.06% 204
2014
Q4 		$292K Hold
6,496
– – 0.09% 170
2014
Q3 		$360K Sell
6,496
-575
-8% -$33K 0.11% 145
2014
Q2 		$412K Buy
+7,071
New +$328K 0.12% 136

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

Perigon Wealth Management's WMB Position: Q3 2026 in Review

Perigon Wealth Management increased its Williams Companies (WMB) stake by 0.3% in Q3 2026, buying an estimated $5.75K and bringing the position to 26,161 shares worth $1.78M. The position accounts for 0.03% of the portfolio, ranked #436.

Perigon Wealth Management first reported a position in WMB in Q2 2014 and has held it in 29 quarters since. The position peaked at $1.94M in Q2 2026. 467 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Perigon Wealth Management held 26,161 shares of Williams Companies worth $1.78M as of Q3 2026.
  • Perigon Wealth Management bought 79 Williams Companies shares in Q3 2026, an estimated $5.75K.
  • Williams Companies made up 0.03% of Perigon Wealth Management's portfolio in Q3 2026, its #436 holding.
  • Perigon Wealth Management first reported a position in Williams Companies in Q2 2014 and has held it in 29 quarters since.
  • Perigon Wealth Management's Williams Companies position peaked at $1.94M in Q2 2026.
  • 467 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.