Perpetual Ltd’s Williams Companies WMB Stock Holding History

Perpetual Ltd’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	$730K	Buy	10,743 +3,341	+45%	+$243K	0.01%	258
2026 Q2	$550K	Hold	7,402	–	–	0.01%	315
2026 Q1	$539K	Buy	7,402 +1,200	+19%	+$83.1K	0.01%	303
2025 Q4	$373K	Hold	6,202	–	–	0.01%	345
2025 Q3	$393K	Buy	+6,202	New	+$364K	﹤0.01%	347
2023 Q2	–	Sell	-46,098	Closed	-$1.38M	–	521
2023 Q1	$1.38M	Buy	+46,098	New	+$1.42M	0.01%	281
2014 Q2	–	Sell	-5,000	Closed	-$203K	–	229
2014 Q1	$203K	Sell	5,000 -8,500	-63%	-$344K	0.03%	184
2013 Q4	$521K	Buy	+13,500	New	+$486K	0.07%	159
2013 Q3	–	Sell	-6,500	Closed	-$211K	–	239
2013 Q2	$211K	Buy	+6,500	New	+$234K	0.03%	190

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

Perpetual Ltd's WMB Position: Q3 2026 in Review

Perpetual Ltd increased its Williams Companies (WMB) stake by 45% in Q3 2026, buying an estimated $243K and bringing the position to 10,743 shares worth $730K. The position accounts for 0.01% of the portfolio, ranked #258.

Perpetual Ltd first reported a position in WMB in Q2 2013 and has held it in 9 quarters since. The position peaked at $1.38M in Q1 2023. 973 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Perpetual Ltd held 10,743 shares of Williams Companies worth $730K as of Q3 2026.
Perpetual Ltd bought 3,341 Williams Companies shares in Q3 2026, an estimated $243K.
Williams Companies made up 0.01% of Perpetual Ltd's portfolio in Q3 2026, its #258 holding.
Perpetual Ltd first reported a position in Williams Companies in Q2 2013 and has held it in 9 quarters since.
Perpetual Ltd's Williams Companies position peaked at $1.38M in Q1 2023.
973 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.