Whalen Wealth Management’s Williams Companies WMB Stock Holding History

Whalen Wealth Management’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	$894K	Buy	13,154 +3,292	+33%	+$239K	0.38%	76
2026 Q2	$733K	Buy	9,862 +241	+3%	+$17.7K	0.33%	83
2026 Q1	$700K	Sell	9,621 -235	-2%	-$16.3K	0.38%	74
2025 Q4	$592K	Sell	9,856 -1,502	-13%	-$90.8K	0.32%	80
2025 Q3	$720K	Buy	+11,358	New	+$667K	0.42%	54
2025 Q2	–	Sell	-9,173	Closed	-$548K	–	228
2025 Q1	$548K	Buy	+9,173	New	+$525K	0.37%	55

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

Whalen Wealth Management's WMB Position: Q3 2026 in Review

Whalen Wealth Management increased its Williams Companies (WMB) stake by 33% in Q3 2026, buying an estimated $239K and bringing the position to 13,154 shares worth $894K. The position accounts for 0.38% of the portfolio, ranked #76.

Whalen Wealth Management first reported a position in WMB in Q1 2025 and has held it in 6 quarters since. 82 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Whalen Wealth Management held 13,154 shares of Williams Companies worth $894K as of Q3 2026.
Whalen Wealth Management bought 3,292 Williams Companies shares in Q3 2026, an estimated $239K.
Williams Companies made up 0.38% of Whalen Wealth Management's portfolio in Q3 2026, its #76 holding.
Whalen Wealth Management first reported a position in Williams Companies in Q1 2025 and has held it in 6 quarters since.
82 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.