VisionPoint Advisory Group’s Williams Companies WMB Stock Holding History

VisionPoint Advisory Group’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	$2.83M	Sell	41,588 -1,994	-5%	-$145K	0.44%	57
2026 Q2	$3.24M	Sell	43,582 -151	-0.3%	-$11.1K	0.53%	45
2026 Q1	$3.18M	Sell	43,733 -1,097	-2%	-$76K	0.6%	40
2025 Q4	$2.69M	Buy	44,830 +372	+0.8%	+$22.5K	0.52%	51
2025 Q3	$2.82M	Sell	44,458 -1,315	-3%	-$77.2K	0.56%	45
2025 Q2	$2.88M	Buy	45,773 +4,455	+11%	+$263K	0.63%	36
2025 Q1	$2.47M	Buy	41,318 +3,372	+9%	+$193K	0.85%	38
2024 Q4	$2.12M	Sell	37,946 -2,651	-7%	-$143K	0.72%	39
2024 Q3	$1.85M	Sell	40,597 -369	-0.9%	-$16.2K	0.63%	42
2024 Q2	$1.74M	Buy	40,966 +32,784	+401%	+$1.32M	0.62%	44
2024 Q1	$319K	Sell	8,182 -588	-7%	-$20.9K	0.12%	142
2023 Q4	$305K	Sell	8,770 -1,845	-17%	-$64.8K	0.11%	128
2023 Q3	$358K	Sell	10,615 -3,394	-24%	-$116K	0.15%	111
2023 Q2	$457K	Sell	14,009 -991	-7%	-$29.7K	0.19%	92
2023 Q1	$437K	Buy	15,000 +2,420	+19%	+$74.8K	0.19%	86
2022 Q4	$400K	Buy	12,580 +362	+3%	+$11.8K	0.17%	88
2022 Q3	$350K	Buy	12,218 +589	+5%	+$19.2K	0.17%	63
2022 Q2	$395K	Buy	11,629 +3,179	+38%	+$110K	0.16%	65
2022 Q1	$293K	Sell	8,450 -1,950	-19%	-$59.6K	0.14%	70
2021 Q4	$318K	Buy	10,400 +435	+4%	+$12K	0.14%	80
2021 Q3	$285K	Buy	+9,965	New	+$251K	0.13%	86

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

VisionPoint Advisory Group's WMB Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Williams Companies (WMB) stake by 4.6% in Q3 2026, selling an estimated $145K and leaving 41,588 shares worth $2.83M. The position accounts for 0.44% of the portfolio, ranked #57.

VisionPoint Advisory Group first reported a position in WMB in Q3 2021 and has held it in 21 quarters since. The position peaked at $3.24M in Q2 2026. 82 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

VisionPoint Advisory Group held 41,588 shares of Williams Companies worth $2.83M as of Q3 2026.
VisionPoint Advisory Group sold 1,994 Williams Companies shares in Q3 2026, an estimated $145K.
Williams Companies made up 0.44% of VisionPoint Advisory Group's portfolio in Q3 2026, its #57 holding.
VisionPoint Advisory Group first reported a position in Williams Companies in Q3 2021 and has held it in 21 quarters since.
VisionPoint Advisory Group's Williams Companies position peaked at $3.24M in Q2 2026.
82 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.