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Toth Financial Advisory’s Williams Companies WMB Stock Holding History

Toth Financial Advisory’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 		$64.2K Hold
945
– – 0.01% 345
2026
Q2 		$70.3K Buy
945
+63
+7% +$4.64K 0.01% 340
2026
Q1 		$64.2K Buy
882
+179
+25% +$12.4K 0.01% 331
2025
Q4 		$42.3K Buy
703
+1
+0.1% +$60 ﹤0.01% 378
2025
Q3 		$44.5K Buy
702
+2
+0.3% +$117 ﹤0.01% 370
2025
Q2 		$44K Hold
700
– – 0.01% 326
2025
Q1 		$41.8K Sell
700
-536
-43% -$30.7K 0.01% 312
2024
Q4 		$66.9K Sell
1,236
-1,265
-51% -$68.2K 0.01% 266
2024
Q3 		$114K Hold
2,501
– – 0.01% 225
2024
Q2 		$106K Hold
2,501
– – 0.01% 233
2024
Q1 		$97.5K Sell
2,501
-118
-5% -$4.19K 0.01% 240
2023
Q4 		$91.2K Hold
2,619
– – 0.01% 244
2023
Q3 		$88.2K Buy
2,619
+118
+5% +$4.03K 0.01% 224
2023
Q2 		$81.6K Hold
2,501
– – 0.01% 231
2023
Q1 		$74.7K Hold
2,501
– – 0.01% 240
2022
Q4 		$82.3K Sell
2,501
-300
-11% -$9.77K 0.01% 239
2022
Q3 		$80K Buy
2,801
+300
+12% +$9.77K 0.01% 230
2022
Q2 		$78K Hold
2,501
– – 0.01% 234
2022
Q1 		$84K Hold
2,501
– – 0.01% 242
2021
Q4 		$65K Hold
2,501
– – 0.01% 276
2021
Q3 		$65K Buy
2,501
+28
+1% +$705 0.01% 280
2021
Q2 		$66K Buy
2,473
+27
+1% +$691 0.01% 262
2021
Q1 		$58K Buy
2,446
+30
+1% +$681 0.01% 282
2020
Q4 		$48K Buy
2,416
+1,242
+106% +$25.2K 0.01% 261
2020
Q3 		$23K Buy
1,174
+474
+68% +$9.65K ﹤0.01% 300
2020
Q2 		$13K Hold
700
– – ﹤0.01% 331
2020
Q1 		$10K Buy
+700
New +$13.6K ﹤0.01% 284

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

Toth Financial Advisory's WMB Position: Q3 2026 in Review

Toth Financial Advisory held its Williams Companies (WMB) position steady in Q3 2026 at 945 shares worth $64.2K. The position accounts for 0.01% of the portfolio, ranked #345.

Toth Financial Advisory first reported a position in WMB in Q1 2020 and has held it in 27 quarters since. The position peaked at $114K in Q3 2024. 82 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Toth Financial Advisory held 945 shares of Williams Companies worth $64.2K as of Q3 2026.
  • Toth Financial Advisory left its Williams Companies share count unchanged in Q3 2026.
  • Williams Companies made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #345 holding.
  • Toth Financial Advisory first reported a position in Williams Companies in Q1 2020 and has held it in 27 quarters since.
  • Toth Financial Advisory's Williams Companies position peaked at $114K in Q3 2024.
  • 82 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.