Asahi Life Asset Management’s Williams Companies WMB Stock Holding History

Asahi Life 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
2025 Q1	–	Sell	-8,620	Closed	-$467K	–	224
2024 Q4	$467K	Sell	8,620 -1,120	-11%	-$60.4K	0.28%	69
2024 Q3	$445K	Buy	+9,740	New	+$428K	0.27%	82
2023 Q3	–	Sell	-12,360	Closed	-$403K	–	243
2023 Q2	$403K	Buy	+12,360	New	+$371K	0.13%	79
2022 Q4	–	Sell	-6,550	Closed	-$188K	–	270
2022 Q3	$188K	Buy	+6,550	New	+$213K	0.06%	147
2021 Q4	–	Sell	-8,900	Closed	-$231K	–	257
2021 Q3	$231K	Buy	+8,900	New	+$224K	0.03%	162
2020 Q3	–	Sell	-6,900	Closed	-$131K	–	285
2020 Q2	$131K	Buy	+6,900	New	+$128K	0.02%	205
2020 Q1	–	Sell	-17,700	Closed	-$420K	–	258
2019 Q4	$420K	Buy	17,700 +450	+3%	+$10.3K	0.06%	128
2019 Q3	$415K	Buy	17,250 +3,320	+24%	+$83.7K	0.07%	95
2019 Q2	$391K	Sell	13,930 -5,490	-28%	-$153K	0.08%	107
2019 Q1	$558K	Buy	+19,420	New	+$521K	0.09%	80

Other funds holding WMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Asahi Life Asset Management's WMB Position: Q1 2025 in Review

Asahi Life Asset Management sold out of Williams Companies (WMB) in Q1 2025, closing a stake of 8,620 shares — an estimated $467K sold.

Asahi Life Asset Management first reported a position in WMB in Q1 2019 and held it in 10 quarters. The position peaked at $558K in Q1 2019. 1,570 funds tracked by Wall St. Rank hold WMB as of Q1 2025.

Asahi Life Asset Management reported no remaining Williams Companies position as of Q1 2025 after selling out during the quarter.
Asahi Life Asset Management sold 8,620 Williams Companies shares in Q1 2025, an estimated $467K.
Asahi Life Asset Management first reported a position in Williams Companies in Q1 2019 and held it in 10 quarters.
Asahi Life Asset Management's Williams Companies position peaked at $558K in Q1 2019.
1,570 funds tracked by Wall St. Rank held Williams Companies as of Q1 2025.

Based on Asahi Life Asset Management's 13F filing for Q1 2025, filed 2 May 2025.