Wilkinson Global Asset Management’s Williams Companies WMB Stock Holding History

Wilkinson Global Asset 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	$238K	Hold	3,500	–	–	0.02%	61
2026 Q2	$260K	Sell	3,500 -640	-15%	-$47.1K	0.02%	59
2026 Q1	$301K	Hold	4,140	–	–	0.02%	52
2025 Q4	$249K	Hold	4,140	–	–	0.02%	57
2025 Q3	$262K	Sell	4,140 -1,210	-23%	-$71K	0.02%	60
2025 Q2	$336K	Hold	5,350	–	–	0.02%	56
2025 Q1	$320K	Hold	5,350	–	–	0.02%	63
2024 Q4	$290K	Sell	5,350 -1,650	-24%	-$88.9K	0.02%	71
2024 Q3	$320K	Hold	7,000	–	–	0.02%	69
2024 Q2	$298K	Sell	7,000 -650	-8%	-$26.1K	0.02%	70
2024 Q1	$298K	Hold	7,650	–	–	0.02%	75
2023 Q4	$266K	Hold	7,650	–	–	0.02%	77
2023 Q3	$258K	Hold	7,650	–	–	0.02%	81
2023 Q2	$250K	Hold	7,650	–	–	0.02%	83
2023 Q1	$228K	Hold	7,650	–	–	0.02%	87
2022 Q4	$252K	Hold	7,650	–	–	0.02%	79
2022 Q3	$219K	Hold	7,650	–	–	0.02%	87
2022 Q2	$239K	Sell	7,650 -350	-4%	-$12.1K	0.02%	76
2022 Q1	$267K	Hold	8,000	–	–	0.02%	80
2021 Q4	$208K	Sell	8,000 -1,000	-11%	-$27.6K	0.01%	90
2021 Q3	$233K	Hold	9,000	–	–	0.01%	88
2021 Q2	$239K	Sell	9,000 -1,000	-10%	-$25.6K	0.01%	84
2021 Q1	$237K	Buy	+10,000	New	+$227K	0.02%	82

Other funds holding WMB

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Wilkinson Global Asset Management's WMB Position: Q3 2026 in Review

Wilkinson Global Asset Management held its Williams Companies (WMB) position steady in Q3 2026 at 3,500 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #61.

Wilkinson Global Asset Management first reported a position in WMB in Q1 2021 and has held it in 23 quarters since. The position peaked at $336K in Q2 2025. 1,520 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Wilkinson Global Asset Management held 3,500 shares of Williams Companies worth $238K as of Q3 2026.
Wilkinson Global Asset Management left its Williams Companies share count unchanged in Q3 2026.
Williams Companies made up 0.02% of Wilkinson Global Asset Management's portfolio in Q3 2026, its #61 holding.
Wilkinson Global Asset Management first reported a position in Williams Companies in Q1 2021 and has held it in 23 quarters since.
Wilkinson Global Asset Management's Williams Companies position peaked at $336K in Q2 2025.
1,520 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Wilkinson Global Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.