Putney Financial Group
WMB icon

Putney Financial Group’s Williams Companies WMB Stock Holding History

Putney Financial Group’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 		$22.8K Buy
+335
New +$24.4K 0.02% 189

Other funds holding WMB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Putney Financial Group's WMB Position: Q3 2026 in Review

Putney Financial Group opened a new position in Williams Companies (WMB) in Q3 2026: 335 shares worth $22.8K. The stake represents 0.02% of the portfolio and ranks #189 among its holdings.

1,520 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Putney Financial Group held 335 shares of Williams Companies worth $22.8K as of Q3 2026.
  • Williams Companies was a new Putney Financial Group position in Q3 2026.
  • Williams Companies made up 0.02% of Putney Financial Group's portfolio in Q3 2026, its #189 holding.
  • 1,520 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Putney Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.