Salem Investment Counselors
WMB icon

Salem Investment Counselors’s Williams Companies WMB Stock Holding History

Salem Investment Counselors’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 		– Sell
-1,249
Closed -$92.9K – 1159
2026
Q2 		$92.9K Sell
1,249
-417
-25% -$30.7K ﹤0.01% 515
2026
Q1 		$121K Buy
+1,666
New +$115K ﹤0.01% 452
2025
Q4 		– Sell
-1,891
Closed -$120K – 1153
2025
Q3 		$120K Buy
1,891
+8
+0.4% +$469 ﹤0.01% 440
2025
Q2 		$118K Buy
1,883
+225
+14% +$13.3K ﹤0.01% 432
2025
Q1 		$99.1K Hold
1,658
– – ﹤0.01% 451
2024
Q4 		$89.7K Hold
1,658
– – ﹤0.01% 473
2024
Q3 		$75.7K Hold
1,658
– – ﹤0.01% 501
2024
Q2 		$70.5K Hold
1,658
– – ﹤0.01% 499
2024
Q1 		$64.6K Hold
1,658
– – ﹤0.01% 509
2023
Q4 		$57.7K Buy
1,658
+908
+121% +$31.9K ﹤0.01% 514
2023
Q3 		$25.3K Hold
750
– – ﹤0.01% 645
2023
Q2 		$24.5K Sell
750
-1,150
-61% -$34.5K ﹤0.01% 660
2023
Q1 		$56.7K Hold
1,900
– – ﹤0.01% 506
2022
Q4 		$62.5K Sell
1,900
-748
-28% -$24.4K ﹤0.01% 478
2022
Q3 		$76K Buy
2,648
+1,733
+189% +$56.5K ﹤0.01% 428
2022
Q2 		$29K Buy
915
+315
+53% +$10.9K ﹤0.01% 601
2022
Q1 		$20K Buy
600
+400
+200% +$12.2K ﹤0.01% 651
2021
Q4 		$5K Hold
200
– – ﹤0.01% 933
2021
Q3 		$5K Hold
200
– – ﹤0.01% 855
2021
Q2 		$5K Sell
200
-1,293
-87% -$33.1K ﹤0.01% 792
2021
Q1 		$35K Hold
1,493
– – ﹤0.01% 505
2020
Q4 		$30K Buy
1,493
+200
+15% +$4.05K ﹤0.01% 519
2020
Q3 		$25K Sell
1,293
-7,650
-86% -$156K ﹤0.01% 468
2020
Q2 		$170K Buy
8,943
+7,650
+592% +$142K 0.01% 257
2020
Q1 		$18K Sell
1,293
-700
-35% -$13.6K ﹤0.01% 463
2019
Q4 		$47K Buy
1,993
+700
+54% +$16K ﹤0.01% 381
2019
Q3 		$31K Hold
1,293
– – ﹤0.01% 424
2019
Q2 		$36K Sell
1,293
-66
-5% -$1.83K ﹤0.01% 413
2019
Q1 		$37K Buy
+1,359
New +$36.4K ﹤0.01% 314
2018
Q4 		– Sell
-1,359
Closed -$37K – 388
2018
Q3 		$37K Buy
+1,359
New +$39.4K ﹤0.01% 314

Other funds holding WMB

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 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
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Salem Investment Counselors's WMB Position: Q3 2026 in Review

Salem Investment Counselors sold out of Williams Companies (WMB) in Q3 2026, closing a stake of 1,249 shares — an estimated $92.9K sold.

Salem Investment Counselors first reported a position in WMB in Q3 2018 and held it in 30 quarters. The position peaked at $170K in Q2 2020. 241 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Salem Investment Counselors reported no remaining Williams Companies position as of Q3 2026 after selling out during the quarter.
  • Salem Investment Counselors sold 1,249 Williams Companies shares in Q3 2026, an estimated $92.9K.
  • Salem Investment Counselors first reported a position in Williams Companies in Q3 2018 and held it in 30 quarters.
  • Salem Investment Counselors's Williams Companies position peaked at $170K in Q2 2020.
  • 241 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Salem Investment Counselors's 13F filing for Q3 2026, filed 13 Oct 2026.