Third View Private Wealth
WMB icon

Third View Private Wealth’s Williams Companies WMB Stock Holding History

Third View Private Wealth’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 		$8.47M Buy
124,554
+3,600
+3% +$262K 1% 21
2026
Q2 		$8.99M Buy
120,954
+305
+0.3% +$22.4K 1.1% 19
2026
Q1 		$8.78M Buy
120,649
+24,675
+26% +$1.71M 1.2% 18
2025
Q4 		$5.77M Buy
+95,974
New +$5.8M 0.78% 27

Other funds holding WMB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Third View Private Wealth's WMB Position: Q3 2026 in Review

Third View Private Wealth increased its Williams Companies (WMB) stake by 3% in Q3 2026, buying an estimated $262K and bringing the position to 124,554 shares worth $8.47M. The position accounts for 1% of the portfolio, ranked #21.

Third View Private Wealth first reported a position in WMB in Q4 2025 and has held it in 4 quarters since. The position peaked at $8.99M in Q2 2026. 973 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Third View Private Wealth held 124,554 shares of Williams Companies worth $8.47M as of Q3 2026.
  • Third View Private Wealth bought 3,600 Williams Companies shares in Q3 2026, an estimated $262K.
  • Williams Companies made up 1% of Third View Private Wealth's portfolio in Q3 2026, its #21 holding.
  • Third View Private Wealth first reported a position in Williams Companies in Q4 2025 and has held it in 4 quarters since.
  • Third View Private Wealth's Williams Companies position peaked at $8.99M in Q2 2026.
  • 973 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.