Merit Financial Group
WMB icon

Merit Financial Group’s Williams Companies WMB Stock Holding History

Merit Financial 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 		$6.39M Buy
94,067
+2,389
+3% +$174K 0.04% 399
2026
Q2 		$6.82M Buy
91,678
+402
+0.4% +$29.6K 0.04% 345
2026
Q1 		$6.64M Buy
91,276
+490
+0.5% +$33.9K 0.05% 323
2025
Q4 		$5.46M Sell
90,786
-86
-0.1% -$5.2K 0.04% 342
2025
Q3 		$5.76M Sell
90,872
-15,242
-14% -$894K 0.05% 287
2025
Q2 		$6.67M Buy
106,114
+19,145
+22% +$1.13M 0.07% 206
2025
Q1 		$5.2M Buy
86,969
+3,360
+4% +$192K 0.08% 217
2024
Q4 		$4.52M Buy
83,609
+8,928
+12% +$481K 0.08% 204
2024
Q3 		$3.41M Sell
74,681
-10,153
-12% -$446K 0.08% 203
2024
Q2 		$3.61M Sell
84,834
-493
-0.6% -$19.8K 0.08% 191
2024
Q1 		$3.3M Buy
85,327
+569
+0.7% +$20.2K 0.08% 197
2023
Q4 		$2.95M Buy
84,758
+4,734
+6% +$166K 0.09% 150
2023
Q3 		$2.7M Sell
80,024
-1,673
-2% -$57.1K 0.09% 178
2023
Q2 		$2.67M Buy
81,697
+5,962
+8% +$179K 0.09% 181
2023
Q1 		$2.26M Buy
75,735
+1,252
+2% +$38.7K 0.08% 189
2022
Q4 		$2.45M Buy
74,483
+33,951
+84% +$1.11M 0.09% 168
2022
Q3 		$1.16M Buy
40,532
+7,103
+21% +$231K 0.05% 226
2022
Q2 		$1.04M Buy
33,429
+3,575
+12% +$123K 0.03% 250
2022
Q1 		$997K Buy
29,854
+255
+0.9% +$7.79K 0.06% 154
2021
Q4 		$771K Buy
29,599
+352
+1% +$9.7K 0.08% 129
2021
Q3 		$759K Buy
29,247
+4,918
+20% +$124K 0.08% 125
2021
Q2 		$646K Buy
24,329
+601
+3% +$15.4K 0.06% 139
2021
Q1 		$562K Buy
+23,728
New +$539K 0.06% 141
2020
Q2 		– Sell
-20,326
Closed -$288K – 244
2020
Q1 		$288K Buy
20,326
+854
+4% +$16.5K 0.03% 167
2019
Q4 		$462K Buy
19,472
+4,323
+29% +$99K 0.04% 149
2019
Q3 		$364K Buy
15,149
+528
+4% +$13.3K 0.04% 106
2019
Q2 		$409K Buy
14,621
+872
+6% +$24.2K 0.05% 81
2019
Q1 		$394K Buy
13,749
+2,936
+27% +$78.7K 0.05% 82
2018
Q4 		$238K Sell
10,813
-206
-2% -$5.15K 0.04% 98
2018
Q3 		$299K Buy
+11,019
New +$320K 0.05% 96

Other funds holding WMB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 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

Merit Financial Group's WMB Position: Q3 2026 in Review

Merit Financial Group increased its Williams Companies (WMB) stake by 2.6% in Q3 2026, buying an estimated $174K and bringing the position to 94,067 shares worth $6.39M. The position accounts for 0.04% of the portfolio, ranked #399.

Merit Financial Group first reported a position in WMB in Q3 2018 and has held it in 30 quarters since. The position peaked at $6.82M in Q2 2026. 1,025 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Merit Financial Group held 94,067 shares of Williams Companies worth $6.39M as of Q3 2026.
  • Merit Financial Group bought 2,389 Williams Companies shares in Q3 2026, an estimated $174K.
  • Williams Companies made up 0.04% of Merit Financial Group's portfolio in Q3 2026, its #399 holding.
  • Merit Financial Group first reported a position in Williams Companies in Q3 2018 and has held it in 30 quarters since.
  • Merit Financial Group's Williams Companies position peaked at $6.82M in Q2 2026.
  • 1,025 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.