Meriwether Wealth & Planning’s Williams Companies WMB Stock Holding History

Meriwether Wealth & Planning’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	$5.71K	Buy	+84	New	+$6.11K	﹤0.01%	492

Other funds holding WMB

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Meriwether Wealth & Planning's WMB Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Williams Companies (WMB) in Q3 2026: 84 shares worth $5.71K. The stake represents ﹤0.01% of the portfolio and ranks #492 among its holdings.

619 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Meriwether Wealth & Planning held 84 shares of Williams Companies worth $5.71K as of Q3 2026.
Williams Companies was a new Meriwether Wealth & Planning position in Q3 2026.
Williams Companies made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #492 holding.
619 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.