Precedent Wealth Partners
WMB icon

Precedent Wealth Partners’s Williams Companies WMB Stock Holding History

Precedent Wealth Partners’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 		$614K Buy
9,038
+123
+1% +$8.95K 0.09% 132
2026
Q2 		$663K Buy
8,915
+1,631
+22% +$120K 0.11% 127
2026
Q1 		$530K Sell
7,284
-587
-7% -$40.6K 0.11% 123
2025
Q4 		$473K Sell
7,871
-953
-11% -$57.6K 0.1% 129
2025
Q3 		$559K Sell
8,824
-542
-6% -$31.8K 0.12% 121
2025
Q2 		$588K Buy
9,366
+691
+8% +$40.8K 0.14% 118
2025
Q1 		$518K Sell
8,675
-200
-2% -$11.4K 0.14% 119
2024
Q4 		$480K Sell
8,875
-394
-4% -$21.2K 0.16% 118
2024
Q3 		$423K Buy
9,269
+729
+9% +$32K 0.14% 112
2024
Q2 		$363K Sell
8,540
-1,146
-12% -$46K 0.15% 112
2024
Q1 		$377K Sell
9,686
-380
-4% -$13.5K 0.16% 110
2023
Q4 		$351K Buy
+10,066
New +$353K 0.18% 102

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

Precedent Wealth Partners's WMB Position: Q3 2026 in Review

Precedent Wealth Partners increased its Williams Companies (WMB) stake by 1.4% in Q3 2026, buying an estimated $8.95K and bringing the position to 9,038 shares worth $614K. The position accounts for 0.09% of the portfolio, ranked #132.

Precedent Wealth Partners first reported a position in WMB in Q4 2023 and has held it in 12 quarters since. The position peaked at $663K in Q2 2026. 432 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Precedent Wealth Partners held 9,038 shares of Williams Companies worth $614K as of Q3 2026.
  • Precedent Wealth Partners bought 123 Williams Companies shares in Q3 2026, an estimated $8.95K.
  • Williams Companies made up 0.09% of Precedent Wealth Partners's portfolio in Q3 2026, its #132 holding.
  • Precedent Wealth Partners first reported a position in Williams Companies in Q4 2023 and has held it in 12 quarters since.
  • Precedent Wealth Partners's Williams Companies position peaked at $663K in Q2 2026.
  • 432 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.