CM
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Crestline Management’s Williams Companies WMB Stock Holding History

Crestline Management’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
Q1 		– Sell
-13,189
Closed -$714K – 655
2024
Q4 		$714K Buy
13,189
+7,483
+131% +$403K 0.02% 478
2024
Q3 		$260K Buy
+5,706
New +$251K 0.01% 474
2016
Q4 		– Sell
-129,836
Closed -$3.99M – 202
2016
Q3 		$3.99M Buy
+129,836
New +$3.45M 0.51% 13

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Crestline Management's WMB Position: Q1 2025 in Review

Crestline Management sold out of Williams Companies (WMB) in Q1 2025, closing a stake of 13,189 shares — an estimated $714K sold.

Crestline Management first reported a position in WMB in Q3 2016 and held it in 3 quarters. The position peaked at $3.99M in Q3 2016. 1,568 funds tracked by Wall St. Rank hold WMB as of Q1 2025.

  • Crestline Management reported no remaining Williams Companies position as of Q1 2025 after selling out during the quarter.
  • Crestline Management sold 13,189 Williams Companies shares in Q1 2025, an estimated $714K.
  • Crestline Management first reported a position in Williams Companies in Q3 2016 and held it in 3 quarters.
  • Crestline Management's Williams Companies position peaked at $3.99M in Q3 2016.
  • 1,568 funds tracked by Wall St. Rank held Williams Companies as of Q1 2025.

Based on Crestline Management's 13F filing for Q1 2025, filed 15 May 2025.