Pullen Investment Management’s Williams Companies WMB Stock Holding History

Pullen Investment 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	$1.19M	Buy	17,534 +120	+0.7%	+$8.73K	0.57%	65
2026 Q2	$1.29M	Buy	17,414 +94	+0.5%	+$6.92K	0.6%	64
2026 Q1	$1.26M	Sell	17,320 -73	-0.4%	-$5.05K	0.63%	64
2025 Q4	$1.05M	Buy	17,393 +331	+2%	+$20K	0.55%	69
2025 Q3	$1.08M	Buy	17,062 +24	+0.1%	+$1.41K	0.59%	66
2025 Q2	$1.07M	Sell	17,038 -5,984	-26%	-$353K	0.64%	63
2025 Q1	$1.38M	Buy	23,022 +562	+3%	+$32.2K	0.87%	48
2024 Q4	$1.22M	Buy	22,460 +714	+3%	+$38.5K	0.79%	49
2024 Q3	$993K	Sell	21,746 -30	-0.1%	-$1.32K	0.73%	58
2024 Q2	$925K	Buy	21,776 +1,518	+7%	+$60.9K	0.77%	46
2024 Q1	$789K	Buy	+20,258	New	+$720K	0.67%	56

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Pullen Investment Management's WMB Position: Q3 2026 in Review

Pullen Investment Management increased its Williams Companies (WMB) stake by 0.69% in Q3 2026, buying an estimated $8.73K and bringing the position to 17,534 shares worth $1.19M. The position accounts for 0.57% of the portfolio, ranked #65.

Pullen Investment Management first reported a position in WMB in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.38M in Q1 2025. 1,145 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Pullen Investment Management held 17,534 shares of Williams Companies worth $1.19M as of Q3 2026.
Pullen Investment Management bought 120 Williams Companies shares in Q3 2026, an estimated $8.73K.
Williams Companies made up 0.57% of Pullen Investment Management's portfolio in Q3 2026, its #65 holding.
Pullen Investment Management first reported a position in Williams Companies in Q1 2024 and has held it in 11 quarters since.
Pullen Investment Management's Williams Companies position peaked at $1.38M in Q1 2025.
1,145 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Pullen Investment Management's 13F filing for Q3 2026, filed 23 Oct 2026.