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TrueWealth Advisors’s Williams Companies WMB Stock Holding History

TrueWealth Advisors’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 		$1.4M Sell
20,560
-32
-0.2% -$2.33K 0.31% 56
2026
Q2 		$1.53M Sell
20,592
-120
-0.6% -$8.83K 0.35% 48
2026
Q1 		$1.51M Buy
20,712
+1
+0% +$69 0.38% 45
2025
Q4 		$1.24M Sell
20,711
-3,820
-16% -$231K 0.32% 58
2025
Q3 		$1.55M Sell
24,531
-292
-1% -$17.1K 0.42% 47
2025
Q2 		$1.56M Buy
24,823
+182
+0.7% +$10.7K 0.46% 43
2025
Q1 		$1.47M Sell
24,641
-393
-2% -$22.5K 0.48% 47
2024
Q4 		$1.35M Sell
25,034
-6,209
-20% -$335K 0.45% 49
2024
Q3 		$1.43M Buy
31,243
+7,095
+29% +$312K 0.48% 45
2024
Q2 		$1.03M Hold
24,148
– – 0.38% 54
2024
Q1 		$941K Buy
24,148
+150
+0.6% +$5.33K 0.36% 57
2023
Q4 		$836K Sell
23,998
-2,000
-8% -$70.2K 0.32% 61
2023
Q3 		$876K Hold
25,998
– – 0.37% 53
2023
Q2 		$848K Sell
25,998
-157
-0.6% -$4.71K 0.35% 55
2023
Q1 		$781K Sell
26,155
-939
-3% -$29K 0.33% 62
2022
Q4 		$891K Buy
27,094
+5
+0% +$163 0.39% 51
2022
Q3 		$776K Sell
27,089
-6,058
-18% -$197K 0.37% 62
2022
Q2 		$1.04M Sell
33,147
-3,867
-10% -$134K 0.48% 46
2022
Q1 		$964K Hold
37,014
– – 0.43% 52
2021
Q4 		$964K Buy
37,014
+74
+0.2% +$2.04K 0.43% 52
2021
Q3 		$958K Sell
36,940
-90
-0.2% -$2.27K 0.54% 43
2021
Q2 		$983K Buy
37,030
+27
+0.1% +$691 0.57% 41
2021
Q1 		$868K Buy
37,003
+6,393
+21% +$145K 0.56% 41
2020
Q4 		$658K Buy
+30,610
New +$621K 0.57% 43

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

TrueWealth Advisors's WMB Position: Q3 2026 in Review

TrueWealth Advisors reduced its Williams Companies (WMB) stake by 0.16% in Q3 2026, selling an estimated $2.33K and leaving 20,560 shares worth $1.4M. The position accounts for 0.31% of the portfolio, ranked #56.

TrueWealth Advisors first reported a position in WMB in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.56M in Q2 2025. 1,145 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • TrueWealth Advisors held 20,560 shares of Williams Companies worth $1.4M as of Q3 2026.
  • TrueWealth Advisors sold 32 Williams Companies shares in Q3 2026, an estimated $2.33K.
  • Williams Companies made up 0.31% of TrueWealth Advisors's portfolio in Q3 2026, its #56 holding.
  • TrueWealth Advisors first reported a position in Williams Companies in Q4 2020 and has held it in 24 quarters since.
  • TrueWealth Advisors's Williams Companies position peaked at $1.56M in Q2 2025.
  • 1,145 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.