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Epoch Investment Partners’s Williams Companies WMB Stock Holding History

Epoch 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
-290,088
Closed -$18.2M – 292
2025
Q2 		$18.2M Sell
290,088
-709,289
-71% -$41.9M 0.09% 184
2025
Q1 		$59.7M Sell
999,377
-482,207
-33% -$27.6M 0.31% 128
2024
Q4 		$80.2M Sell
1,481,584
-36,420
-2% -$1.96M 0.39% 88
2024
Q3 		$69.3M Sell
1,518,004
-47,274
-3% -$2.08M 0.31% 125
2024
Q2 		$66.5M Sell
1,565,278
-69,108
-4% -$2.77M 0.3% 115
2024
Q1 		$63.7M Buy
1,634,386
+7,314
+0.4% +$260K 0.28% 127
2023
Q4 		$56.7M Sell
1,627,072
-84,966
-5% -$2.98M 0.26% 151
2023
Q3 		$57.7M Buy
1,712,038
+1,275,872
+293% +$43.5M 0.37% 92
2023
Q2 		$14.2M Buy
436,166
+405,301
+1,313% +$12.2M 0.08% 226
2023
Q1 		$922K Sell
30,865
-26
-0.1% -$803 0.01% 361
2022
Q4 		$1.02M Hold
30,891
– – 0.01% 346
2022
Q3 		$884K Buy
30,891
+3,405
+12% +$111K 0.01% 352
2022
Q2 		$858K Hold
27,486
– – 0.01% 363
2022
Q1 		$918K Buy
+27,486
New +$840K ﹤0.01% 372

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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

Epoch Investment Partners sold out of Williams Companies (WMB) in Q3 2025, closing a stake of 290,088 shares — an estimated $18.2M sold.

Epoch Investment Partners first reported a position in WMB in Q1 2022 and held it in 14 quarters. The position peaked at $80.2M in Q4 2024. 1,613 funds tracked by Wall St. Rank hold WMB as of Q3 2025.

  • Epoch Investment Partners reported no remaining Williams Companies position as of Q3 2025 after selling out during the quarter.
  • Epoch Investment Partners sold 290,088 Williams Companies shares in Q3 2025, an estimated $18.2M.
  • Epoch Investment Partners first reported a position in Williams Companies in Q1 2022 and held it in 14 quarters.
  • Epoch Investment Partners's Williams Companies position peaked at $80.2M in Q4 2024.
  • 1,613 funds tracked by Wall St. Rank held Williams Companies as of Q3 2025.

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