Walker Asset Management
WMB icon

Walker Asset Management’s Williams Companies WMB Stock Holding History

Walker Asset 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 		$434K Buy
6,381
+775
+14% +$56.4K 0.22% 90
2026
Q2 		$417K Buy
5,606
+39
+0.7% +$2.87K 0.21% 94
2026
Q1 		$405K Buy
5,567
+39
+0.7% +$2.7K 0.22% 87
2025
Q4 		$332K Buy
5,528
+46
+0.8% +$2.78K 0.18% 101
2025
Q3 		$347K Buy
5,482
+43
+0.8% +$2.52K 0.19% 98
2025
Q2 		$342K Buy
5,439
+42
+0.8% +$2.48K 0.2% 91
2025
Q1 		$322K Buy
5,397
+45
+0.8% +$2.58K 0.2% 91
2024
Q4 		$290K Buy
5,352
+47
+0.9% +$2.53K 0.18% 100
2024
Q3 		$242K Buy
5,305
+55
+1% +$2.42K 0.15% 124
2024
Q2 		$223K Buy
5,250
+58
+1% +$2.33K 0.15% 122
2024
Q1 		$202K Buy
+5,192
New +$184K 0.13% 134

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

Walker Asset Management's WMB Position: Q3 2026 in Review

Walker Asset Management increased its Williams Companies (WMB) stake by 14% in Q3 2026, buying an estimated $56.4K and bringing the position to 6,381 shares worth $434K. The position accounts for 0.22% of the portfolio, ranked #90.

Walker Asset Management first reported a position in WMB in Q1 2024 and has held it in 11 quarters since. 335 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Walker Asset Management held 6,381 shares of Williams Companies worth $434K as of Q3 2026.
  • Walker Asset Management bought 775 Williams Companies shares in Q3 2026, an estimated $56.4K.
  • Williams Companies made up 0.22% of Walker Asset Management's portfolio in Q3 2026, its #90 holding.
  • Walker Asset Management first reported a position in Williams Companies in Q1 2024 and has held it in 11 quarters since.
  • 335 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Walker Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.