Kathmere Capital Management
WMB icon

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
Q3 		$382K Buy
5,618
+1,614
+40% +$117K 0.02% 499
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

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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

Kathmere Capital Management's WMB Position: Q3 2026 in Review

Kathmere Capital Management increased its Williams Companies (WMB) stake by 40% in Q3 2026, buying an estimated $117K and bringing the position to 5,618 shares worth $382K. The position accounts for 0.02% of the portfolio, ranked #499.

Kathmere Capital Management first reported a position in WMB in Q2 2025 and has held it in 6 quarters since. 721 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Kathmere Capital Management held 5,618 shares of Williams Companies worth $382K as of Q3 2026.
  • Kathmere Capital Management bought 1,614 Williams Companies shares in Q3 2026, an estimated $117K.
  • Williams Companies made up 0.02% of Kathmere Capital Management's portfolio in Q3 2026, its #499 holding.
  • Kathmere Capital Management first reported a position in Williams Companies in Q2 2025 and has held it in 6 quarters since.
  • 721 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Kathmere Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.