CIP
WMB icon

Convergence Investment Partners’s Williams Companies WMB Stock Holding History

Convergence Investment Partners’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
Q3 		– Sell
-34,342
Closed -$2.16M – 297
2025
Q2 		$2.16M Sell
34,342
-494
-1% -$29.2K 0.55% 50
2025
Q1 		$2.08M Buy
+34,836
New +$1.99M 0.58% 45
2021
Q4 		– Sell
-48,679
Closed -$1.26M – 261
2021
Q3 		$1.26M Sell
48,679
-14,851
-23% -$374K 0.68% 58
2021
Q2 		$1.69M Buy
63,530
+3,907
+7% +$100K 0.73% 53
2021
Q1 		$1.41M Sell
59,623
-3,189
-5% -$72.4K 0.65% 56
2020
Q4 		$1.26M Buy
62,812
+28,538
+83% +$579K 0.63% 55
2020
Q3 		$673K Sell
34,274
-15,496
-31% -$315K 0.23% 154
2020
Q2 		$947K Buy
+49,770
New +$926K 0.33% 109
2018
Q2 		– Sell
-1,383
Closed -$34K – 912
2018
Q1 		$34K Sell
1,383
-39,154
-97% -$1.16M ﹤0.01% 495
2017
Q4 		$1.24M Sell
40,537
-622
-2% -$18.1K 0.17% 217
2017
Q3 		$1.24M Buy
+41,159
New +$1.25M 0.18% 215

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Convergence Investment Partners's WMB Position: Q3 2025 in Review

Convergence Investment Partners sold out of Williams Companies (WMB) in Q3 2025, closing a stake of 34,342 shares — an estimated $2.16M sold.

Convergence Investment Partners first reported a position in WMB in Q3 2017 and held it in 11 quarters. The position peaked at $2.16M in Q2 2025. 1,610 funds tracked by Wall St. Rank hold WMB as of Q3 2025.

  • Convergence Investment Partners reported no remaining Williams Companies position as of Q3 2025 after selling out during the quarter.
  • Convergence Investment Partners sold 34,342 Williams Companies shares in Q3 2025, an estimated $2.16M.
  • Convergence Investment Partners first reported a position in Williams Companies in Q3 2017 and held it in 11 quarters.
  • Convergence Investment Partners's Williams Companies position peaked at $2.16M in Q2 2025.
  • 1,610 funds tracked by Wall St. Rank held Williams Companies as of Q3 2025.

Based on Convergence Investment Partners's 13F filing for Q3 2025, filed 4 Nov 2025.