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BOLTON SECURITIES CORPORATION’s Williams Companies WMB Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$523K Sell
7,690
-956
-11% -$69.5K 0.02% 596
2026
Q2 		$643K Buy
8,646
+4,821
+126% +$355K 0.02% 531
2026
Q1 		$278K Buy
+3,825
New +$265K 0.01% 713
2025
Q3 		$103K Buy
+1,633
New +$95.8K ﹤0.01% 949
2025
Q1 		$63.1K Buy
+1,056
New +$60.4K ﹤0.01% 985

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
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's WMB Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its Williams Companies (WMB) stake by 11% in Q3 2026, selling an estimated $69.5K and leaving 7,690 shares worth $523K. The position accounts for 0.02% of the portfolio, ranked #596.

BOLTON SECURITIES CORPORATION first reported a position in WMB in Q1 2025 and has held it in 5 quarters since. The position peaked at $643K in Q2 2026. 1,269 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 7,690 shares of Williams Companies worth $523K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 956 Williams Companies shares in Q3 2026, an estimated $69.5K.
  • Williams Companies made up 0.02% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #596 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Williams Companies in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Williams Companies position peaked at $643K in Q2 2026.
  • 1,269 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.