Athena Wealth Management
WMB icon

Athena Wealth Management’s Williams Companies WMB Stock Holding History

Athena 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 		$214K Buy
3,153
+251
+9% +$18.3K 0.15% 100
2026
Q2 		$216K Sell
2,902
-648
-18% -$47.7K 0.16% 101
2026
Q1 		$258K Buy
3,550
+50
+1% +$3.46K 0.21% 91
2025
Q4 		$210K Buy
+3,500
New +$212K 0.2% 99

Other funds holding WMB

Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 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
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

Athena Wealth Management increased its Williams Companies (WMB) stake by 8.6% in Q3 2026, buying an estimated $18.3K and bringing the position to 3,153 shares worth $214K. The position accounts for 0.15% of the portfolio, ranked #100.

Athena Wealth Management first reported a position in WMB in Q4 2025 and has held it in 4 quarters since. The position peaked at $258K in Q1 2026. 516 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Athena Wealth Management held 3,153 shares of Williams Companies worth $214K as of Q3 2026.
  • Athena Wealth Management bought 251 Williams Companies shares in Q3 2026, an estimated $18.3K.
  • Williams Companies made up 0.15% of Athena Wealth Management's portfolio in Q3 2026, its #100 holding.
  • Athena Wealth Management first reported a position in Williams Companies in Q4 2025 and has held it in 4 quarters since.
  • Athena Wealth Management's Williams Companies position peaked at $258K in Q1 2026.
  • 516 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Athena Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.