PUREfi Wealth
WMB icon

PUREfi Wealth’s Williams Companies WMB Stock Holding History

PUREfi Wealth’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 		$752K Sell
11,068
-585
-5% -$42.6K 0.35% 68
2026
Q2 		$866K Buy
11,653
+72
+0.6% +$5.3K 0.48% 51
2026
Q1 		$843K Buy
11,581
+29
+0.3% +$2.01K 0.55% 43
2025
Q4 		$694K Sell
11,552
-2,765
-19% -$167K 0.53% 51
2025
Q3 		$907K Buy
14,317
+1,656
+13% +$97.2K 0.7% 41
2025
Q2 		$795K Buy
12,661
+3,605
+40% +$213K 0.64% 45
2025
Q1 		$541K Buy
+9,056
New +$518K 0.54% 51

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

PUREfi Wealth's WMB Position: Q3 2026 in Review

PUREfi Wealth reduced its Williams Companies (WMB) stake by 5% in Q3 2026, selling an estimated $42.6K and leaving 11,068 shares worth $752K. The position accounts for 0.35% of the portfolio, ranked #68.

PUREfi Wealth first reported a position in WMB in Q1 2025 and has held it in 7 quarters since. The position peaked at $907K in Q3 2025. 419 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • PUREfi Wealth held 11,068 shares of Williams Companies worth $752K as of Q3 2026.
  • PUREfi Wealth sold 585 Williams Companies shares in Q3 2026, an estimated $42.6K.
  • Williams Companies made up 0.35% of PUREfi Wealth's portfolio in Q3 2026, its #68 holding.
  • PUREfi Wealth first reported a position in Williams Companies in Q1 2025 and has held it in 7 quarters since.
  • PUREfi Wealth's Williams Companies position peaked at $907K in Q3 2025.
  • 419 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.