SBI Securities’s Williams Companies WMB Stock Holding History

SBI Securities’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	$741K	Sell	10,899 -112	-1%	-$8.15K	0.02%	341
2026 Q2	$819K	Sell	11,011 -331	-3%	-$24.4K	0.02%	318
2026 Q1	$825K	Buy	11,342 +349	+3%	+$24.2K	0.02%	307
2025 Q4	$661K	Sell	10,993 -24	-0.2%	-$1.45K	0.02%	339
2025 Q3	$698K	Buy	11,017 +1,514	+16%	+$88.8K	0.02%	326
2025 Q2	$597K	Buy	9,503 +287	+3%	+$16.9K	0.02%	338
2025 Q1	$551K	Buy	9,216 +634	+7%	+$36.3K	0.02%	330
2024 Q4	$464K	Buy	+8,582	New	+$462K	0.01%	357

Other funds holding WMB

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

SBI Securities's WMB Position: Q3 2026 in Review

SBI Securities reduced its Williams Companies (WMB) stake by 1% in Q3 2026, selling an estimated $8.15K and leaving 10,899 shares worth $741K. The position accounts for 0.02% of the portfolio, ranked #341.

SBI Securities first reported a position in WMB in Q4 2024 and has held it in 8 quarters since. The position peaked at $825K in Q1 2026. 469 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

SBI Securities held 10,899 shares of Williams Companies worth $741K as of Q3 2026.
SBI Securities sold 112 Williams Companies shares in Q3 2026, an estimated $8.15K.
Williams Companies made up 0.02% of SBI Securities's portfolio in Q3 2026, its #341 holding.
SBI Securities first reported a position in Williams Companies in Q4 2024 and has held it in 8 quarters since.
SBI Securities's Williams Companies position peaked at $825K in Q1 2026.
469 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.