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Retirement Wealth Solutions’s Williams Companies WMB Stock Holding History

Retirement Wealth Solutions’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 		$3.13K Buy
46
+9
+24% +$655 ﹤0.01% 495
2026
Q2 		$2.75K Sell
37
-2
-5% -$147 ﹤0.01% 461
2026
Q1 		$2.84K Buy
39
+15
+63% +$1.04K ﹤0.01% 428
2025
Q4 		$1.44K Buy
24
+4
+20% +$242 ﹤0.01% 527
2025
Q3 		$1.27K Buy
+20
New +$1.17K ﹤0.01% 520

Other funds holding WMB

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Retirement Wealth Solutions's WMB Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Williams Companies (WMB) stake by 24% in Q3 2026, buying an estimated $655 and bringing the position to 46 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Retirement Wealth Solutions first reported a position in WMB in Q3 2025 and has held it in 5 quarters since. 82 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Retirement Wealth Solutions held 46 shares of Williams Companies worth $3.13K as of Q3 2026.
  • Retirement Wealth Solutions bought 9 Williams Companies shares in Q3 2026, an estimated $655.
  • Williams Companies made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #495 holding.
  • Retirement Wealth Solutions first reported a position in Williams Companies in Q3 2025 and has held it in 5 quarters since.
  • 82 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.