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James T. Borello RIA’s Williams Companies WMB Stock Holding History

James T. Borello RIA’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 		$26.8K Sell
395
-81
-17% -$5.89K 0.01% 349
2026
Q2 		$35.4K Buy
476
+148
+45% +$10.9K 0.01% 292
2026
Q1 		$23.9K Buy
328
+94
+40% +$6.51K 0.01% 332
2025
Q4 		$14.1K Buy
234
+104
+80% +$6.29K ﹤0.01% 338
2025
Q3 		$8.24K Buy
+130
New +$7.63K ﹤0.01% 338

Other funds holding WMB

Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

James T. Borello RIA's WMB Position: Q3 2026 in Review

James T. Borello RIA reduced its Williams Companies (WMB) stake by 17% in Q3 2026, selling an estimated $5.89K and leaving 395 shares worth $26.8K. The position accounts for 0.01% of the portfolio, ranked #349.

James T. Borello RIA first reported a position in WMB in Q3 2025 and has held it in 5 quarters since. The position peaked at $35.4K in Q2 2026. 292 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • James T. Borello RIA held 395 shares of Williams Companies worth $26.8K as of Q3 2026.
  • James T. Borello RIA sold 81 Williams Companies shares in Q3 2026, an estimated $5.89K.
  • Williams Companies made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #349 holding.
  • James T. Borello RIA first reported a position in Williams Companies in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Williams Companies position peaked at $35.4K in Q2 2026.
  • 292 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.