Shepherd Financial Partners’s Williams Companies WMB Stock Holding History

Shepherd Financial Partners’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	$1.23M	Sell	18,118 -144	-0.8%	-$10.5K	0.1%	109
2026 Q2	$1.36M	Sell	18,262 -800	-4%	-$58.9K	0.11%	106
2026 Q1	$1.39M	Buy	19,062 +28	+0.1%	+$1.94K	0.13%	96
2025 Q4	$1.14M	Buy	19,034 +426	+2%	+$25.8K	0.11%	108
2025 Q3	$1.18M	Buy	18,608 +318	+2%	+$18.7K	0.11%	109
2025 Q2	$1.15M	Buy	18,290 +61	+0.3%	+$3.6K	0.12%	106
2025 Q1	$1.09M	Buy	18,229 +19	+0.1%	+$1.09K	0.13%	103
2024 Q4	$986K	Buy	18,210 +86	+0.5%	+$4.64K	0.12%	99
2024 Q3	$827K	Buy	+18,124	New	+$797K	0.1%	110

Other funds holding WMB

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Shepherd Financial Partners's WMB Position: Q3 2026 in Review

Shepherd Financial Partners reduced its Williams Companies (WMB) stake by 0.79% in Q3 2026, selling an estimated $10.5K and leaving 18,118 shares worth $1.23M. The position accounts for 0.1% of the portfolio, ranked #109.

Shepherd Financial Partners first reported a position in WMB in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.39M in Q1 2026. 1,072 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Shepherd Financial Partners held 18,118 shares of Williams Companies worth $1.23M as of Q3 2026.
Shepherd Financial Partners sold 144 Williams Companies shares in Q3 2026, an estimated $10.5K.
Williams Companies made up 0.1% of Shepherd Financial Partners's portfolio in Q3 2026, its #109 holding.
Shepherd Financial Partners first reported a position in Williams Companies in Q3 2024 and has held it in 9 quarters since.
Shepherd Financial Partners's Williams Companies position peaked at $1.39M in Q1 2026.
1,072 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Shepherd Financial Partners's 13F filing for Q3 2026, filed 3 Nov 2026.