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Sapient Capital’s Williams Companies WMB Stock Holding History

Sapient Capital’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 		$1.57M Sell
23,046
-397
-2% -$28.9K 0.02% 166
2026
Q2 		$1.74M Buy
23,443
+9,502
+68% +$699K 0.02% 162
2026
Q1 		$1.01M Buy
13,941
+1,926
+16% +$133K 0.02% 200
2025
Q4 		$723K Buy
12,015
+1,838
+18% +$111K 0.01% 228
2025
Q3 		$651K Buy
10,177
+77
+0.8% +$4.52K 0.01% 235
2025
Q2 		$634K Sell
10,100
-9
-0.1% -$531 0.01% 229
2025
Q1 		$604K Buy
10,109
+5
+0% +$286 0.01% 231
2024
Q4 		$547K Buy
10,104
+96
+1% +$5.17K 0.01% 233
2024
Q3 		$457K Hold
10,008
– – 0.01% 264
2024
Q2 		$425K Buy
10,008
+52
+0.5% +$2.09K 0.01% 248
2024
Q1 		$388K Sell
9,956
-653
-6% -$23.2K 0.01% 261
2023
Q4 		$370K Buy
+10,609
New +$372K 0.01% 258

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

Sapient Capital's WMB Position: Q3 2026 in Review

Sapient Capital reduced its Williams Companies (WMB) stake by 1.7% in Q3 2026, selling an estimated $28.9K and leaving 23,046 shares worth $1.57M. The position accounts for 0.02% of the portfolio, ranked #166.

Sapient Capital first reported a position in WMB in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.74M in Q2 2026. 82 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Sapient Capital held 23,046 shares of Williams Companies worth $1.57M as of Q3 2026.
  • Sapient Capital sold 397 Williams Companies shares in Q3 2026, an estimated $28.9K.
  • Williams Companies made up 0.02% of Sapient Capital's portfolio in Q3 2026, its #166 holding.
  • Sapient Capital first reported a position in Williams Companies in Q4 2023 and has held it in 12 quarters since.
  • Sapient Capital's Williams Companies position peaked at $1.74M in Q2 2026.
  • 82 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.