Autumn Glory Partners
WMB icon

Autumn Glory Partners’s Williams Companies WMB Stock Holding History

Autumn Glory Partners’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 		$3.32M Sell
48,879
-5,465
-10% -$398K 0.92% 29
2026
Q2 		$4.04M Sell
54,344
-1,140
-2% -$83.9K 1.14% 19
2026
Q1 		$4.04M Sell
55,484
-2,351
-4% -$163K 1.48% 11
2025
Q4 		$3.48M Buy
57,835
+515
+0.9% +$31.1K 1.22% 16
2025
Q3 		$3.63M Sell
57,320
-3,000
-5% -$176K 1.49% 13
2025
Q2 		$3.79M Sell
60,320
-4,200
-7% -$248K 1.77% 9
2025
Q1 		$3.86M Sell
64,520
-24,064
-27% -$1.38M 1.91% 7
2024
Q4 		$4.79M Sell
88,584
-37,113
-30% -$2M 2.35% 7
2024
Q3 		$5.74M Buy
125,697
+20,934
+20% +$920K 2.21% 7
2024
Q2 		$4.45M Buy
104,763
+1,033
+1% +$41.4K 2.27% 7
2024
Q1 		$4.04M Sell
103,730
-1,149
-1% -$40.8K 1.98% 10
2023
Q4 		$3.64M Sell
104,879
-2,730
-3% -$95.8K 2.07% 7
2023
Q3 		$3.63M Buy
107,609
+23,579
+28% +$805K 2.21% 7
2023
Q2 		$2.74M Sell
84,030
-11,319
-12% -$340K 2.01% 10
2023
Q1 		$2.85M Sell
95,349
-36,960
-28% -$1.14M 2.43% 6
2022
Q4 		$4.35M Buy
132,309
+17,080
+15% +$556K 2.33% 9
2022
Q3 		$3.3M Buy
115,229
+3,305
+3% +$108K 2.22% 8
2022
Q2 		$3.49M Buy
111,924
+13,865
+14% +$479K 2.58% 6
2022
Q1 		$3.28M Sell
98,059
-33,873
-26% -$1.04M 1.9% 10
2021
Q4 		$3.44M Buy
+131,932
New +$3.65M 1.43% 14

Other funds holding WMB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Autumn Glory Partners's WMB Position: Q3 2026 in Review

Autumn Glory Partners reduced its Williams Companies (WMB) stake by 10% in Q3 2026, selling an estimated $398K and leaving 48,879 shares worth $3.32M. The position accounts for 0.92% of the portfolio, ranked #29.

Autumn Glory Partners first reported a position in WMB in Q4 2021 and has held it in 20 quarters since. The position peaked at $5.74M in Q3 2024. 901 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Autumn Glory Partners held 48,879 shares of Williams Companies worth $3.32M as of Q3 2026.
  • Autumn Glory Partners sold 5,465 Williams Companies shares in Q3 2026, an estimated $398K.
  • Williams Companies made up 0.92% of Autumn Glory Partners's portfolio in Q3 2026, its #29 holding.
  • Autumn Glory Partners first reported a position in Williams Companies in Q4 2021 and has held it in 20 quarters since.
  • Autumn Glory Partners's Williams Companies position peaked at $5.74M in Q3 2024.
  • 901 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Autumn Glory Partners's 13F filing for Q3 2026, filed 26 Oct 2026.