Mount Vernon Associates’s Williams Companies WMB Stock Holding History

Mount Vernon Associates’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	–	Sell	-3,583	Closed	-$266K	–	62
2026 Q2	$266K	Hold	3,583	–	–	0.17%	53
2026 Q1	$261K	Hold	3,583	–	–	0.18%	53
2025 Q4	$215K	Hold	3,583	–	–	0.14%	54
2025 Q3	$227K	Hold	3,583	–	–	0.16%	51
2025 Q2	$225K	Hold	3,583	–	–	0.16%	52
2025 Q1	$214K	Buy	+3,583	New	+$205K	0.17%	49
2020 Q3	–	Sell	-10,170	Closed	-$193K	–	56
2020 Q2	$193K	Sell	10,170 -150	-1%	-$2.79K	0.25%	47
2020 Q1	$146K	Sell	10,320 -3,491	-25%	-$67.6K	0.24%	43
2019 Q4	$328K	Sell	13,811 -624	-4%	-$14.3K	0.45%	38
2019 Q3	$347K	Hold	14,435	–	–	0.52%	36
2019 Q2	$405K	Sell	14,435 -2,200	-13%	-$61.1K	0.6%	34
2019 Q1	$478K	Hold	16,635	–	–	0.73%	34
2018 Q4	$367K	Sell	16,635 -1,034	-6%	-$25.9K	0.65%	34
2018 Q3	$480K	Buy	+17,669	New	+$513K	0.71%	34

Other funds holding WMB

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Mount Vernon Associates's WMB Position: Q3 2026 in Review

Mount Vernon Associates sold out of Williams Companies (WMB) in Q3 2026, closing a stake of 3,583 shares — an estimated $266K sold.

Mount Vernon Associates first reported a position in WMB in Q3 2018 and held it in 14 quarters. The position peaked at $480K in Q3 2018. 687 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Mount Vernon Associates reported no remaining Williams Companies position as of Q3 2026 after selling out during the quarter.
Mount Vernon Associates sold 3,583 Williams Companies shares in Q3 2026, an estimated $266K.
Mount Vernon Associates first reported a position in Williams Companies in Q3 2018 and held it in 14 quarters.
Mount Vernon Associates's Williams Companies position peaked at $480K in Q3 2018.
687 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Mount Vernon Associates's 13F filing for Q3 2026, filed 26 Oct 2026.