Premier Path Wealth Partners’s Williams Companies WMB Stock Holding History

Premier Path 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	$1.35M	Sell	19,886 -673	-3%	-$49K	0.16%	121
2026 Q2	$1.53M	Buy	20,559 +181	+0.9%	+$13.3K	0.18%	119
2026 Q1	$1.48M	Buy	20,378 +1,372	+7%	+$95K	0.19%	116
2025 Q4	$1.14M	Buy	19,006 +193	+1%	+$11.7K	0.15%	132
2025 Q3	$1.19M	Buy	18,813 +78	+0.4%	+$4.58K	0.15%	148
2025 Q2	$1.18M	Buy	18,735 +1,124	+6%	+$66.4K	0.16%	152
2025 Q1	$1.05M	Buy	17,611 +103	+0.6%	+$5.9K	0.16%	154
2024 Q4	$948K	Buy	17,508 +159	+0.9%	+$8.57K	0.14%	159
2024 Q3	$792K	Buy	17,349 +3	+0%	+$132	0.12%	176
2024 Q2	$737K	Buy	17,346 +2	+0%	+$80	0.13%	174
2024 Q1	$676K	Buy	17,344 +244	+1%	+$8.67K	0.13%	169
2023 Q4	$587K	Buy	+17,100	New	+$600K	0.13%	168

Other funds holding WMB

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Premier Path Wealth Partners's WMB Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its Williams Companies (WMB) stake by 3.3% in Q3 2026, selling an estimated $49K and leaving 19,886 shares worth $1.35M. The position accounts for 0.16% of the portfolio, ranked #121.

Premier Path Wealth Partners first reported a position in WMB in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.53M in Q2 2026. 359 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Premier Path Wealth Partners held 19,886 shares of Williams Companies worth $1.35M as of Q3 2026.
Premier Path Wealth Partners sold 673 Williams Companies shares in Q3 2026, an estimated $49K.
Williams Companies made up 0.16% of Premier Path Wealth Partners's portfolio in Q3 2026, its #121 holding.
Premier Path Wealth Partners first reported a position in Williams Companies in Q4 2023 and has held it in 12 quarters since.
Premier Path Wealth Partners's Williams Companies position peaked at $1.53M in Q2 2026.
359 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.