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ClearBridge Investments (Australia)’s Williams Companies WMB Stock Holding History

ClearBridge Investments (Australia)’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
Q2 		$152M Buy
2,418,494
+34,782
+1% +$2.05M 3.33% 17
2025
Q1 		$142M Buy
2,383,712
+853,022
+56% +$48.8M 3.7% 13
2024
Q4 		$82.8M Sell
1,530,690
-346,955
-18% -$18.7M 2.17% 18
2024
Q3 		$85.7M Buy
+1,877,645
New +$82.5M 2.15% 17
2023
Q3 		– Sell
-1,772,287
Closed -$57.8M – 24
2023
Q2 		$57.8M Sell
1,772,287
-2,191
-0.1% -$65.8K 1.63% 20
2023
Q1 		$53M Sell
1,774,478
-1,828,951
-51% -$56.5M 1.67% 21
2022
Q4 		$119M Buy
3,603,429
+1,268,639
+54% +$41.3M 3.61% 11
2022
Q3 		$66.8M Buy
2,334,790
+1,080,096
+86% +$35.2M 2.18% 19
2022
Q2 		$39.2M Sell
1,254,694
-1,494,796
-54% -$51.6M 1.15% 24
2022
Q1 		$91.9M Sell
2,749,490
-2,391,672
-47% -$73.1M 2.87% 18
2021
Q4 		$134M Buy
5,141,162
+2,783,593
+118% +$76.9M 4.03% 12
2021
Q3 		$61.2M Buy
+2,357,569
New +$59.4M 2.01% 21
2021
Q1 		– Sell
-1,557,621
Closed -$31.2M – 27
2020
Q4 		$31.2M Buy
1,557,621
+75,751
+5% +$1.54M 1.45% 19
2020
Q3 		$29.1M Buy
1,481,870
+50,706
+4% +$1.03M 1.52% 19
2020
Q2 		$27.2M Sell
1,431,164
-3,090,892
-68% -$57.5M 1.61% 20
2020
Q1 		$64M Sell
4,522,056
-550,209
-11% -$10.7M 4.42% 11
2019
Q4 		$119M Buy
5,072,265
+538,781
+12% +$12.3M 6.22% 7
2019
Q3 		$109M Buy
4,533,484
+41,733
+0.9% +$1.05M 6.99% 6
2019
Q2 		$126M Sell
4,491,751
-1,937,687
-30% -$53.8M 9.02% 4
2019
Q1 		$185M Sell
6,429,438
-1,228,930
-16% -$32.9M 12.62% 2
2018
Q4 		$169M Buy
7,658,368
+1,670,021
+28% +$41.8M 12.82% 2
2018
Q3 		$163M Sell
5,988,347
-215,894
-3% -$6.26M 10.27% 2
2018
Q2 		$168M Buy
6,204,241
+1,106,009
+22% +$29.2M 10.82% 2
2018
Q1 		$127M Buy
5,098,232
+1,764,678
+53% +$52.1M 10.14% 3
2017
Q4 		$102M Buy
3,333,554
+636,692
+24% +$18.5M 8.05% 4
2017
Q3 		$80.9M Buy
2,696,862
+1,201,834
+80% +$36.6M 5.9% 5
2017
Q2 		$45.3M Buy
1,495,028
+1,493,598
+104,447% +$44.5M 3.33% 11
2017
Q1 		$43K Buy
1,430
+707
+98% +$20.4K ﹤0.01% 27
2016
Q4 		$23K Buy
+723
New +$21.8K ﹤0.01% 29

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 $3.37T AUM 44.26% 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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

ClearBridge Investments (Australia)'s WMB Position: Q2 2025 in Review

ClearBridge Investments (Australia) increased its Williams Companies (WMB) stake by 1.5% in Q2 2025, buying an estimated $2.05M and bringing the position to 2,418,494 shares worth $152M. The position accounts for 3.33% of the portfolio, ranked #17.

ClearBridge Investments (Australia) first reported a position in WMB in Q4 2016 and has held it in 29 quarters since. The position peaked at $185M in Q1 2019. 1,631 funds tracked by Wall St. Rank hold WMB as of Q2 2025.

  • ClearBridge Investments (Australia) held 2,418,494 shares of Williams Companies worth $152M as of Q2 2025.
  • ClearBridge Investments (Australia) bought 34,782 Williams Companies shares in Q2 2025, an estimated $2.05M.
  • Williams Companies made up 3.33% of ClearBridge Investments (Australia)'s portfolio in Q2 2025, its #17 holding.
  • ClearBridge Investments (Australia) first reported a position in Williams Companies in Q4 2016 and has held it in 29 quarters since.
  • ClearBridge Investments (Australia)'s Williams Companies position peaked at $185M in Q1 2019.
  • 1,631 funds tracked by Wall St. Rank held Williams Companies as of Q2 2025.

Based on ClearBridge Investments (Australia)'s 13F filing for Q2 2025, filed 12 Aug 2025.