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Merrion Investment Management’s Williams Companies WMB Stock Holding History

Merrion Investment 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 		$863K Hold
12,700
– – 0.43% 51
2026
Q2 		$944K Hold
12,700
– – 0.45% 48
2026
Q1 		$924K Hold
12,700
– – 0.5% 46
2025
Q4 		$763K Sell
12,700
-50
-0.4% -$3.02K 0.41% 49
2025
Q3 		$808K Hold
12,750
– – 0.46% 43
2025
Q2 		$801K Sell
12,750
-300
-2% -$17.7K 0.52% 41
2025
Q1 		$780K Sell
13,050
-800
-6% -$45.8K 0.56% 44
2024
Q4 		$750K Sell
13,850
-172,800
-93% -$9.31M 0.52% 45
2024
Q3 		$8.52M Buy
186,650
+5
+0% +$220 5.62% 5
2024
Q2 		$7.93M Buy
186,645
+2,200
+1% +$88.2K 5.45% 5
2024
Q1 		$7.19M Sell
184,445
-73
-0% -$2.59K 5.14% 5
2023
Q4 		$6.43M Sell
184,518
-105
-0.1% -$3.69K 5.05% 5
2023
Q3 		$6.22M Sell
184,623
-2,000
-1% -$68.3K 5.38% 5
2023
Q2 		$6.09M Hold
186,623
– – 5.16% 5
2023
Q1 		$5.57M Buy
186,623
+1,000
+0.5% +$30.9K 5.32% 5
2022
Q4 		$6.11M Hold
185,623
– – 5.69% 4
2022
Q3 		$5.31M Hold
185,623
– – 5.24% 4
2022
Q2 		$5.79M Sell
185,623
-5,771
-3% -$199K 5.61% 4
2022
Q1 		$6.39M Buy
191,394
+2,000
+1% +$61.1K 4.67% 4
2021
Q4 		$4.93M Buy
189,394
+1,300
+0.7% +$35.9K 3.62% 7
2021
Q3 		$4.88M Hold
188,094
– – 3.71% 8
2021
Q2 		$4.99M Buy
188,094
+1,000
+0.5% +$25.6K 3.79% 7
2021
Q1 		$4.43M Buy
187,094
+97,544
+109% +$2.22M 3.7% 7
2020
Q4 		$1.79M Buy
+89,550
New +$1.82M 1.52% 14

Other funds holding WMB

CCM
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Merrion Investment Management's WMB Position: Q3 2026 in Review

Merrion Investment Management held its Williams Companies (WMB) position steady in Q3 2026 at 12,700 shares worth $863K. The position accounts for 0.43% of the portfolio, ranked #51.

Merrion Investment Management first reported a position in WMB in Q4 2020 and has held it in 24 quarters since. The position peaked at $8.52M in Q3 2024. 225 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Merrion Investment Management held 12,700 shares of Williams Companies worth $863K as of Q3 2026.
  • Merrion Investment Management left its Williams Companies share count unchanged in Q3 2026.
  • Williams Companies made up 0.43% of Merrion Investment Management's portfolio in Q3 2026, its #51 holding.
  • Merrion Investment Management first reported a position in Williams Companies in Q4 2020 and has held it in 24 quarters since.
  • Merrion Investment Management's Williams Companies position peaked at $8.52M in Q3 2024.
  • 225 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Merrion Investment Management's 13F filing for Q3 2026, filed 16 Oct 2026.