Mather Group
WMB icon

Mather Group’s Williams Companies WMB Stock Holding History

Mather Group’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 		$816K Buy
12,003
+1,089
+10% +$79.2K 0.01% 425
2026
Q2 		$811K Buy
10,914
+540
+5% +$39.7K 0.01% 422
2026
Q1 		$755K Sell
10,374
-8
-0.1% -$554 0.01% 391
2025
Q4 		$624K Sell
10,382
-468
-4% -$28.3K 0.01% 363
2025
Q3 		$687K Buy
10,850
+492
+5% +$28.9K 0.01% 348
2025
Q2 		$651K Buy
10,358
+138
+1% +$8.15K 0.01% 337
2025
Q1 		$611K Buy
10,220
+600
+6% +$34.3K 0.01% 338
2024
Q4 		$521K Buy
9,620
+280
+3% +$15.1K 0.01% 359
2024
Q3 		$426K Sell
9,340
-2,886
-24% -$127K 0.01% 400
2024
Q2 		$476K Sell
12,226
-326
-3% -$13.1K 0.01% 424
2024
Q1 		$437K Sell
12,552
-634
-5% -$22.5K 0.01% 366
2023
Q4 		$459K Buy
13,186
+580
+5% +$20.4K 0.01% 370
2023
Q3 		$425K Sell
12,606
-460
-4% -$15.7K 0.01% 361
2023
Q2 		$426K Buy
13,066
+5,920
+83% +$178K 0.01% 379
2023
Q1 		$213K Sell
7,146
-15,978
-69% -$494K ﹤0.01% 479
2022
Q4 		$761K Buy
+23,124
New +$753K 0.01% 251

Other funds holding WMB

Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 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
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Mather Group's WMB Position: Q3 2026 in Review

Mather Group increased its Williams Companies (WMB) stake by 10% in Q3 2026, buying an estimated $79.2K and bringing the position to 12,003 shares worth $816K. The position accounts for 0.01% of the portfolio, ranked #425.

Mather Group first reported a position in WMB in Q4 2022 and has held it in 16 quarters since. 373 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Mather Group held 12,003 shares of Williams Companies worth $816K as of Q3 2026.
  • Mather Group bought 1,089 Williams Companies shares in Q3 2026, an estimated $79.2K.
  • Williams Companies made up 0.01% of Mather Group's portfolio in Q3 2026, its #425 holding.
  • Mather Group first reported a position in Williams Companies in Q4 2022 and has held it in 16 quarters since.
  • 373 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.