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Kathmere Capital Management’s Williams Companies WMB Stock Holding History

Kathmere Capital 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
Q2 		$298K Buy
4,004
+464
+13% +$34.1K 0.02% 527
2026
Q1 		$258K Buy
3,540
+202
+6% +$14K 0.02% 512
2025
Q4 		$201K Sell
3,338
-47
-1% -$2.84K 0.01% 530
2025
Q3 		$214K Sell
3,385
-469
-12% -$27.5K 0.02% 477
2025
Q2 		$242K Buy
+3,854
New +$228K 0.02% 411

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kathmere Capital Management's WMB Position: Q2 2026 in Review

Kathmere Capital Management increased its Williams Companies (WMB) stake by 13% in Q2 2026, buying an estimated $34.1K and bringing the position to 4,004 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #527.

Kathmere Capital Management first reported a position in WMB in Q2 2025 and has held it in 5 quarters since. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Kathmere Capital Management held 4,004 shares of Williams Companies worth $298K as of Q2 2026.
  • Kathmere Capital Management bought 464 Williams Companies shares in Q2 2026, an estimated $34.1K.
  • Williams Companies made up 0.02% of Kathmere Capital Management's portfolio in Q2 2026, its #527 holding.
  • Kathmere Capital Management first reported a position in Williams Companies in Q2 2025 and has held it in 5 quarters since.
  • 1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.