Waypoint Wealth Counsel
WMB icon

Waypoint Wealth Counsel’s Williams Companies WMB Stock Holding History

Waypoint Wealth Counsel’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 		– Sell
-2,761
Closed -$205K – 181
2026
Q2 		$205K Sell
2,761
-1,142
-29% -$84K 0.13% 142
2026
Q1 		$284K Sell
3,903
-2,266
-37% -$157K 0.15% 152
2025
Q4 		$371K Sell
6,169
-598
-9% -$36.2K 0.14% 150
2025
Q3 		$429K Buy
+6,767
New +$397K 0.17% 113

Other funds holding WMB

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Waypoint Wealth Counsel's WMB Position: Q3 2026 in Review

Waypoint Wealth Counsel sold out of Williams Companies (WMB) in Q3 2026, closing a stake of 2,761 shares — an estimated $205K sold.

Waypoint Wealth Counsel first reported a position in WMB in Q3 2025 and held it in 4 quarters. The position peaked at $429K in Q3 2025. 1,177 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Waypoint Wealth Counsel reported no remaining Williams Companies position as of Q3 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 2,761 Williams Companies shares in Q3 2026, an estimated $205K.
  • Waypoint Wealth Counsel first reported a position in Williams Companies in Q3 2025 and held it in 4 quarters.
  • Waypoint Wealth Counsel's Williams Companies position peaked at $429K in Q3 2025.
  • 1,177 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q3 2026, filed 22 Oct 2026.