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Baron Silver Stevens Financial Advisors’s Williams Companies WMB Stock Holding History

Baron Silver Stevens Financial Advisors’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
Q4 		– Sell
-3,420
Closed -$217K – 152
2025
Q3 		$217K Buy
3,420
+41
+1% +$2.41K 0.03% 140
2025
Q2 		$212K Sell
3,379
-980
-22% -$57.9K 0.03% 137
2025
Q1 		$260K Hold
4,359
– – 0.05% 100
2024
Q4 		$236K Buy
+4,359
New +$235K 0.04% 112

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's WMB Position: Q4 2025 in Review

Baron Silver Stevens Financial Advisors sold out of Williams Companies (WMB) in Q4 2025, closing a stake of 3,420 shares — an estimated $217K sold.

Baron Silver Stevens Financial Advisors first reported a position in WMB in Q4 2024 and held it in 4 quarters. The position peaked at $260K in Q1 2025. 1,702 funds tracked by Wall St. Rank hold WMB as of Q4 2025.

  • Baron Silver Stevens Financial Advisors reported no remaining Williams Companies position as of Q4 2025 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 3,420 Williams Companies shares in Q4 2025, an estimated $217K.
  • Baron Silver Stevens Financial Advisors first reported a position in Williams Companies in Q4 2024 and held it in 4 quarters.
  • Baron Silver Stevens Financial Advisors's Williams Companies position peaked at $260K in Q1 2025.
  • 1,702 funds tracked by Wall St. Rank held Williams Companies as of Q4 2025.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.