Cornerstone Advisors’s Williams Companies WMB Stock Holding History

Cornerstone 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	-16,600	Closed	-$1.05M	–	268
2025 Q3	$1.05M	Sell	16,600 -2,100	-11%	-$123K	0.03%	201
2025 Q2	$1.17M	Sell	18,700 -1,000	-5%	-$59K	0.04%	210
2025 Q1	$1.18M	Hold	19,700	–	–	0.05%	206
2024 Q4	$1.07M	Hold	19,700	–	–	0.04%	210
2024 Q3	$899K	Hold	19,700	–	–	0.04%	238
2024 Q2	$837K	Sell	19,700 -3,100	-14%	-$124K	0.03%	254
2024 Q1	$889K	Buy	22,800 +2,600	+13%	+$92.4K	0.04%	276
2023 Q4	$704K	Sell	20,200 -3,600	-15%	-$126K	0.03%	276
2023 Q3	$802K	Buy	23,800 +8,800	+59%	+$300K	0.04%	269
2023 Q2	$489K	Buy	+15,000	New	+$450K	0.02%	240
2017 Q3	–	Sell	-10,000	Closed	-$303K	–	279
2017 Q2	$303K	Hold	10,000	–	–	0.06%	217
2017 Q1	$296K	Hold	10,000	–	–	0.05%	204
2016 Q4	$311K	Buy	+10,000	New	+$301K	0.06%	208

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 $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cornerstone Advisors's WMB Position: Q4 2025 in Review

Cornerstone Advisors sold out of Williams Companies (WMB) in Q4 2025, closing a stake of 16,600 shares — an estimated $1.05M sold.

Cornerstone Advisors first reported a position in WMB in Q4 2016 and held it in 13 quarters. The position peaked at $1.18M in Q1 2025. 1,702 funds tracked by Wall St. Rank hold WMB as of Q4 2025.

Cornerstone Advisors reported no remaining Williams Companies position as of Q4 2025 after selling out during the quarter.
Cornerstone Advisors sold 16,600 Williams Companies shares in Q4 2025, an estimated $1.05M.
Cornerstone Advisors first reported a position in Williams Companies in Q4 2016 and held it in 13 quarters.
Cornerstone Advisors's Williams Companies position peaked at $1.18M in Q1 2025.
1,702 funds tracked by Wall St. Rank held Williams Companies as of Q4 2025.

Based on Cornerstone Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.