Physician Wealth Advisors’s Williams Companies WMB Stock Holding History

Physician Wealth Advisors’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	$121K	Buy	1,780 +32	+2%	+$2.33K	0.01%	300
2026 Q2	$130K	Buy	1,748 +50	+3%	+$3.68K	0.02%	278
2026 Q1	$124K	Buy	1,698 +125	+8%	+$8.65K	0.02%	248
2025 Q4	$94.6K	Sell	1,573 -38	-2%	-$2.3K	0.01%	285
2025 Q3	$102K	Buy	1,611 +225	+16%	+$13.2K	0.01%	273
2025 Q2	$87.1K	Buy	1,386 +41	+3%	+$2.42K	0.01%	280
2025 Q1	$80.4K	Hold	1,345	–	–	0.01%	275
2024 Q4	$72.8K	Buy	+1,345	New	+$72.5K	0.01%	295

Other funds holding WMB

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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

Physician Wealth Advisors's WMB Position: Q3 2026 in Review

Physician Wealth Advisors increased its Williams Companies (WMB) stake by 1.8% in Q3 2026, buying an estimated $2.33K and bringing the position to 1,780 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #300.

Physician Wealth Advisors first reported a position in WMB in Q4 2024 and has held it in 8 quarters since. The position peaked at $130K in Q2 2026. 1,331 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Physician Wealth Advisors held 1,780 shares of Williams Companies worth $121K as of Q3 2026.
Physician Wealth Advisors bought 32 Williams Companies shares in Q3 2026, an estimated $2.33K.
Williams Companies made up 0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #300 holding.
Physician Wealth Advisors first reported a position in Williams Companies in Q4 2024 and has held it in 8 quarters since.
Physician Wealth Advisors's Williams Companies position peaked at $130K in Q2 2026.
1,331 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.