Waldron Private Wealth
WMB icon

Waldron Private Wealth’s Williams Companies WMB Stock Holding History

Waldron 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 		$211K Sell
3,100
-732
-19% -$53.2K 0.01% 335
2026
Q2 		$285K Sell
3,832
-555
-13% -$40.8K 0.01% 293
2026
Q1 		$319K Sell
4,387
-841
-16% -$58.2K 0.01% 265
2025
Q4 		$314K Buy
5,228
+21
+0.4% +$1.27K 0.01% 262
2025
Q3 		$330K Hold
5,207
– – 0.01% 250
2025
Q2 		$327K Hold
5,207
– – 0.01% 242
2025
Q1 		$311K Sell
5,207
-4,715
-48% -$270K 0.01% 243
2024
Q4 		$537K Buy
9,922
+13
+0.1% +$701 0.02% 247
2024
Q3 		$452K Buy
9,909
+2,549
+35% +$112K 0.02% 262
2024
Q2 		$313K Buy
7,360
+23
+0.3% +$923 0.01% 305
2024
Q1 		$286K Sell
7,337
-1,129
-13% -$40.1K 0.01% 323
2023
Q4 		$295K Sell
8,466
-660
-7% -$23.2K 0.01% 312
2023
Q3 		$307K Buy
9,126
+432
+5% +$14.7K 0.02% 284
2023
Q2 		$284K Sell
8,694
-837
-9% -$25.1K 0.01% 298
2023
Q1 		$285K Buy
9,531
+1,931
+25% +$59.7K 0.01% 335
2022
Q4 		$217K Hold
7,600
– – 0.01% 346
2022
Q3 		$217K Buy
7,600
+109
+1% +$3.55K 0.01% 348
2022
Q2 		$233K Buy
7,491
+91
+1% +$3.14K 0.01% 344
2022
Q1 		$247K Buy
+7,400
New +$226K 0.01% 352

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

Waldron Private Wealth's WMB Position: Q3 2026 in Review

Waldron Private Wealth reduced its Williams Companies (WMB) stake by 19% in Q3 2026, selling an estimated $53.2K and leaving 3,100 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #335.

Waldron Private Wealth first reported a position in WMB in Q1 2022 and has held it in 19 quarters since. The position peaked at $537K in Q4 2024. 1,145 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Waldron Private Wealth held 3,100 shares of Williams Companies worth $211K as of Q3 2026.
  • Waldron Private Wealth sold 732 Williams Companies shares in Q3 2026, an estimated $53.2K.
  • Williams Companies made up 0.01% of Waldron Private Wealth's portfolio in Q3 2026, its #335 holding.
  • Waldron Private Wealth first reported a position in Williams Companies in Q1 2022 and has held it in 19 quarters since.
  • Waldron Private Wealth's Williams Companies position peaked at $537K in Q4 2024.
  • 1,145 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Waldron Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.