Values First Advisors
WMB icon

Values First Advisors’s Williams Companies WMB Stock Holding History

Values First 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 		$657K Sell
9,672
-186
-2% -$13.5K 0.31% 86
2026
Q2 		$733K Buy
9,858
+28
+0.3% +$2.06K 0.33% 90
2026
Q1 		$715K Buy
9,830
+255
+3% +$17.7K 0.37% 71
2025
Q4 		$576K Sell
9,575
-1,728
-15% -$104K 0.3% 95
2025
Q3 		$716K Sell
11,303
-86
-0.8% -$5.05K 0.38% 73
2025
Q2 		$715K Sell
11,389
-74
-0.6% -$4.37K 0.39% 78
2025
Q1 		$684K Sell
11,463
-1,046
-8% -$59.9K 0.4% 63
2024
Q4 		$677K Buy
12,509
+3,311
+36% +$178K 0.37% 74
2024
Q3 		$420K Buy
9,198
+408
+5% +$17.9K 0.23% 100
2024
Q2 		$374K Sell
8,790
-263
-3% -$10.6K 0.22% 102
2024
Q1 		$353K Buy
9,053
+2,858
+46% +$102K 0.21% 122
2023
Q4 		$216K Sell
6,195
-6,702
-52% -$235K 0.13% 143
2023
Q3 		$434K Sell
12,897
-419
-3% -$14.3K 0.28% 101
2023
Q2 		$434K Buy
13,316
+468
+4% +$14K 0.26% 103
2023
Q1 		$384K Buy
12,848
+509
+4% +$15.7K 0.24% 105
2022
Q4 		$406K Sell
12,339
-306
-2% -$10K 0.28% 95
2022
Q3 		$362K Sell
12,645
-36
-0.3% -$1.17K 0.26% 102
2022
Q2 		$396K Buy
12,681
+1,297
+11% +$44.8K 0.28% 95
2022
Q1 		$380K Buy
+11,384
New +$348K 0.24% 111

Other funds holding WMB

Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Values First Advisors's WMB Position: Q3 2026 in Review

Values First Advisors reduced its Williams Companies (WMB) stake by 1.9% in Q3 2026, selling an estimated $13.5K and leaving 9,672 shares worth $657K. The position accounts for 0.31% of the portfolio, ranked #86.

Values First Advisors first reported a position in WMB in Q1 2022 and has held it in 19 quarters since. The position peaked at $733K in Q2 2026. 619 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Values First Advisors held 9,672 shares of Williams Companies worth $657K as of Q3 2026.
  • Values First Advisors sold 186 Williams Companies shares in Q3 2026, an estimated $13.5K.
  • Williams Companies made up 0.31% of Values First Advisors's portfolio in Q3 2026, its #86 holding.
  • Values First Advisors first reported a position in Williams Companies in Q1 2022 and has held it in 19 quarters since.
  • Values First Advisors's Williams Companies position peaked at $733K in Q2 2026.
  • 619 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.