Sprinkle Financial Consultants’s Williams Companies WMB Stock Holding History

Sprinkle Financial Consultants’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	$346K	Buy	5,083 +1	+0%	+$73	0.13%	86
2026 Q2	$378K	Buy	5,082 +2	+0%	+$147	0.15%	82
2026 Q1	$370K	Sell	5,080 -17	-0.3%	-$1.18K	0.17%	79
2025 Q4	$306K	Buy	5,097 +1	+0%	+$60	0.16%	74
2025 Q3	$323K	Buy	5,096 +20	+0.4%	+$1.17K	0.18%	67
2025 Q2	$319K	Buy	5,076 +1	+0%	+$59	0.19%	66
2025 Q1	$303K	Buy	5,075 +2	+0%	+$114	0.19%	64
2024 Q4	$275K	Buy	5,073 +185	+4%	+$9.97K	0.19%	63
2024 Q3	$223K	Hold	4,888	–	–	0.16%	65
2024 Q2	$208K	Buy	+4,888	New	+$196K	0.16%	63

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

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

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Sprinkle Financial Consultants's WMB Position: Q3 2026 in Review

Sprinkle Financial Consultants increased its Williams Companies (WMB) stake by 0.02% in Q3 2026, buying an estimated $73 and bringing the position to 5,083 shares worth $346K. The position accounts for 0.13% of the portfolio, ranked #86.

Sprinkle Financial Consultants first reported a position in WMB in Q2 2024 and has held it in 10 quarters since. The position peaked at $378K in Q2 2026. 82 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Sprinkle Financial Consultants held 5,083 shares of Williams Companies worth $346K as of Q3 2026.
Sprinkle Financial Consultants bought 1 Williams Companies share in Q3 2026, an estimated $73.
Williams Companies made up 0.13% of Sprinkle Financial Consultants's portfolio in Q3 2026, its #86 holding.
Sprinkle Financial Consultants first reported a position in Williams Companies in Q2 2024 and has held it in 10 quarters since.
Sprinkle Financial Consultants's Williams Companies position peaked at $378K in Q2 2026.
82 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Sprinkle Financial Consultants's 13F filing for Q3 2026, filed 9 Oct 2026.