Wealthcare Advisory Partners
WMB icon

Wealthcare Advisory Partners’s Williams Companies WMB Stock Holding History

Wealthcare Advisory Partners’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 		$560K Sell
8,238
-175
-2% -$12.7K 0.01% 715
2026
Q2 		$625K Sell
8,413
-1,650
-16% -$121K 0.01% 647
2026
Q1 		$732K Buy
10,063
+1,198
+14% +$82.9K 0.01% 591
2025
Q4 		$533K Buy
8,865
+2,112
+31% +$128K 0.01% 678
2025
Q3 		$428K Buy
6,753
+316
+5% +$18.5K 0.01% 718
2025
Q2 		$404K Buy
6,437
+428
+7% +$25.3K 0.01% 700
2025
Q1 		$359K Sell
6,009
-173
-3% -$9.9K 0.01% 677
2024
Q4 		$335K Sell
6,182
-34
-0.5% -$1.83K 0.01% 677
2024
Q3 		$284K Buy
6,216
+686
+12% +$30.2K 0.01% 741
2024
Q2 		$235K Buy
+5,530
New +$222K 0.01% 744
2021
Q2 		– Sell
-2,879
Closed -$68K – 1874
2021
Q1 		$68K Buy
+2,879
New +$65.4K ﹤0.01% 791
2020
Q2 		– Sell
-585
Closed -$8K – 1366
2020
Q1 		$8K Sell
585
-67
-10% -$1.3K ﹤0.01% 993
2019
Q4 		$15K Sell
652
-115
-15% -$2.63K ﹤0.01% 847
2019
Q3 		$18K Hold
767
– – ﹤0.01% 779
2019
Q2 		$22K Hold
767
– – ﹤0.01% 702
2019
Q1 		$22K Sell
767
-73
-9% -$1.96K ﹤0.01% 640
2018
Q4 		$19K Hold
840
– – ﹤0.01% 645
2018
Q3 		$23K Buy
840
+95
+13% +$2.76K ﹤0.01% 641
2018
Q2 		$20K Hold
745
– – ﹤0.01% 679
2018
Q1 		$19K Buy
745
+600
+414% +$17.7K ﹤0.01% 594
2017
Q4 		$4K Hold
145
– – ﹤0.01% 843
2017
Q3 		$4K Buy
+145
New +$4.41K ﹤0.01% 696

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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

Wealthcare Advisory Partners's WMB Position: Q3 2026 in Review

Wealthcare Advisory Partners reduced its Williams Companies (WMB) stake by 2.1% in Q3 2026, selling an estimated $12.7K and leaving 8,238 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #715.

Wealthcare Advisory Partners first reported a position in WMB in Q3 2017 and has held it in 22 quarters since. The position peaked at $732K in Q1 2026. 1,345 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Wealthcare Advisory Partners held 8,238 shares of Williams Companies worth $560K as of Q3 2026.
  • Wealthcare Advisory Partners sold 175 Williams Companies shares in Q3 2026, an estimated $12.7K.
  • Williams Companies made up 0.01% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #715 holding.
  • Wealthcare Advisory Partners first reported a position in Williams Companies in Q3 2017 and has held it in 22 quarters since.
  • Wealthcare Advisory Partners's Williams Companies position peaked at $732K in Q1 2026.
  • 1,345 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.