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Wedmont Private Capital’s Williams Companies WMB Stock Holding History

Wedmont Private Capital’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 		$1.8M Buy
24,896
+384
+2% +$27.9K 0.04% 229
2026
Q2 		$1.84M Sell
24,512
-17
-0.1% -$1.25K 0.05% 205
2026
Q1 		$1.79M Sell
24,529
-471
-2% -$32.6K 0.06% 185
2025
Q4 		$1.51M Buy
25,000
+196
+0.8% +$11.8K 0.05% 203
2025
Q3 		$1.59M Buy
24,804
+1,455
+6% +$85.4K 0.06% 195
2025
Q2 		$1.35M Buy
23,349
+620
+3% +$36.6K 0.06% 206
2025
Q1 		$1.28M Buy
22,729
+2,439
+12% +$140K 0.07% 187
2024
Q4 		$1.13M Buy
20,290
+1,098
+6% +$59.2K 0.06% 197
2024
Q3 		$953K Buy
19,192
+717
+4% +$31.5K 0.05% 213
2024
Q2 		$794K Buy
18,475
+956
+5% +$38.3K 0.05% 238
2024
Q1 		$687K Buy
17,519
+2,289
+15% +$81.3K 0.05% 264
2023
Q4 		$543K Buy
15,230
+2,007
+15% +$70.4K 0.04% 287
2023
Q3 		$454K Buy
13,223
+2,265
+21% +$77.3K 0.05% 278
2023
Q2 		$366K Buy
10,958
+3,457
+46% +$104K 0.04% 331
2023
Q1 		$224K Sell
7,501
-2,159
-22% -$66.7K 0.03% 417
2022
Q4 		$315K Buy
9,660
+2,327
+32% +$75.8K 0.05% 321
2022
Q3 		$210K Buy
7,333
+182
+3% +$5.93K 0.04% 350
2022
Q2 		$223K Buy
7,151
+883
+14% +$30.5K 0.05% 297
2022
Q1 		$211K Buy
+6,268
New +$192K 0.05% 307

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
CA
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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Wedmont Private Capital's WMB Position: Q3 2026 in Review

Wedmont Private Capital increased its Williams Companies (WMB) stake by 1.6% in Q3 2026, buying an estimated $27.9K and bringing the position to 24,896 shares worth $1.8M. The position accounts for 0.04% of the portfolio, ranked #229.

Wedmont Private Capital first reported a position in WMB in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.84M in Q2 2026. 82 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Wedmont Private Capital held 24,896 shares of Williams Companies worth $1.8M as of Q3 2026.
  • Wedmont Private Capital bought 384 Williams Companies shares in Q3 2026, an estimated $27.9K.
  • Williams Companies made up 0.04% of Wedmont Private Capital's portfolio in Q3 2026, its #229 holding.
  • Wedmont Private Capital first reported a position in Williams Companies in Q1 2022 and has held it in 19 quarters since.
  • Wedmont Private Capital's Williams Companies position peaked at $1.84M in Q2 2026.
  • 82 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.