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Clarius Group LLC’s Williams Companies WMB Stock Holding History

Clarius Group LLC’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 		$322K Buy
5,350
+9
+0.2% +$544 0.02% 275
2025
Q3 		$338K Sell
5,341
-2,270
-30% -$133K 0.02% 274
2025
Q2 		$478K Sell
7,611
-648
-8% -$38.3K 0.03% 257
2025
Q1 		$494K Sell
8,259
-337
-4% -$19.3K 0.03% 241
2024
Q4 		$465K Sell
8,596
-348
-4% -$18.8K 0.03% 231
2024
Q3 		$407K Sell
8,944
-246
-3% -$10.8K 0.03% 251
2024
Q2 		$391K Sell
9,190
-336
-4% -$13.5K 0.03% 262
2024
Q1 		$371K Sell
9,526
-1,279
-12% -$45.4K 0.03% 286
2023
Q4 		$376K Sell
10,805
-612
-5% -$21.5K 0.03% 300
2023
Q3 		$385K Sell
11,417
-3,182
-22% -$109K 0.04% 268
2023
Q2 		$476K Buy
14,599
+1,692
+13% +$50.8K 0.04% 273
2023
Q1 		$385K Buy
12,907
+542
+4% +$16.7K 0.03% 316
2022
Q4 		$407K Buy
12,365
+272
+2% +$8.86K 0.04% 296
2022
Q3 		$346K Buy
12,093
+821
+7% +$26.7K 0.03% 301
2022
Q2 		$352K Buy
11,272
+110
+1% +$3.8K 0.04% 286
2022
Q1 		$291K Hold
11,162
– – 0.02% 370
2021
Q4 		$291K Buy
11,162
+839
+8% +$23.2K 0.02% 370
2021
Q3 		$268K Buy
10,323
+1,159
+13% +$29.2K 0.02% 345
2021
Q2 		$243K Buy
9,164
+386
+4% +$9.88K 0.02% 358
2021
Q1 		$208K Buy
+8,778
New +$199K 0.02% 357
2020
Q2 		– Sell
-11,074
Closed -$157K – 298
2020
Q1 		$157K Buy
+11,074
New +$214K 0.03% 243

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Clarius Group LLC's WMB Position: Q4 2025 in Review

Clarius Group LLC increased its Williams Companies (WMB) stake by 0.17% in Q4 2025, buying an estimated $544 and bringing the position to 5,350 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #275.

Clarius Group LLC first reported a position in WMB in Q1 2020 and has held it in 21 quarters since. The position peaked at $494K in Q1 2025. 1,698 funds tracked by Wall St. Rank hold WMB as of Q4 2025.

  • Clarius Group LLC held 5,350 shares of Williams Companies worth $322K as of Q4 2025.
  • Clarius Group LLC bought 9 Williams Companies shares in Q4 2025, an estimated $544.
  • Williams Companies made up 0.02% of Clarius Group LLC's portfolio in Q4 2025, its #275 holding.
  • Clarius Group LLC first reported a position in Williams Companies in Q1 2020 and has held it in 21 quarters since.
  • Clarius Group LLC's Williams Companies position peaked at $494K in Q1 2025.
  • 1,698 funds tracked by Wall St. Rank held Williams Companies as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.