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Horan Capital Advisors’s Williams Companies WMB Stock Holding History

Horan Capital 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
Q1 		$5.55M Sell
92,845
-34,463
-27% -$1.97M 1.87% 12
2024
Q4 		$6.89M Sell
127,308
-14,645
-10% -$789K 2.32% 11
2024
Q3 		$6.48M Sell
141,953
-2,511
-2% -$110K 2.15% 11
2024
Q2 		$6.14M Sell
144,464
-937
-0.6% -$37.6K 2.16% 12
2024
Q1 		$5.67M Buy
145,401
+3,451
+2% +$123K 2.01% 12
2023
Q4 		$4.94M Sell
141,950
-2,765
-2% -$97K 1.81% 12
2023
Q3 		$4.88M Sell
144,715
-4,362
-3% -$149K 1.96% 11
2023
Q2 		$4.86M Buy
149,077
+2,155
+1% +$64.7K 1.9% 10
2023
Q1 		$4.39M Buy
146,922
+2,838
+2% +$87.7K 1.81% 13
2022
Q4 		$4.74M Buy
144,084
+1,266
+0.9% +$41.2K 2.08% 8
2022
Q3 		$4.09M Buy
142,818
+3,815
+3% +$124K 1.98% 8
2022
Q2 		$4.34M Buy
139,003
+1,649
+1% +$56.9K 2.01% 9
2022
Q1 		$4.59M Buy
137,354
+1,243
+0.9% +$38K 1.85% 14
2021
Q4 		$3.54M Buy
136,111
+317
+0.2% +$8.76K 1.4% 24
2021
Q3 		$3.52M Buy
135,794
+3,126
+2% +$78.7K 1.56% 26
2021
Q2 		$3.52M Buy
132,668
+4,413
+3% +$113K 1.59% 22
2021
Q1 		$3.04M Buy
128,255
+1,629
+1% +$37K 1.46% 26
2020
Q4 		$2.54M Buy
126,626
+6,979
+6% +$141K 1.31% 29
2020
Q3 		$2.35M Buy
119,647
+2,685
+2% +$54.7K 1.33% 27
2020
Q2 		$2.23M Buy
116,962
+490
+0.4% +$9.12K 1.49% 24
2020
Q1 		$1.65M Buy
116,472
+116,142
+35,195% +$2.25M 1.32% 35
2019
Q4 		$8K Buy
330
+150
+83% +$3.44K ﹤0.01% 229
2019
Q3 		$4K Buy
+180
New +$4.54K ﹤0.01% 257

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
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

Horan Capital Advisors's WMB Position: Q1 2025 in Review

Horan Capital Advisors reduced its Williams Companies (WMB) stake by 27% in Q1 2025, selling an estimated $1.97M and leaving 92,845 shares worth $5.55M. The position accounts for 1.87% of the portfolio, ranked #12.

Horan Capital Advisors first reported a position in WMB in Q3 2019 and has held it in 23 quarters since. The position peaked at $6.89M in Q4 2024. 1,569 funds tracked by Wall St. Rank hold WMB as of Q1 2025.

  • Horan Capital Advisors held 92,845 shares of Williams Companies worth $5.55M as of Q1 2025.
  • Horan Capital Advisors sold 34,463 Williams Companies shares in Q1 2025, an estimated $1.97M.
  • Williams Companies made up 1.87% of Horan Capital Advisors's portfolio in Q1 2025, its #12 holding.
  • Horan Capital Advisors first reported a position in Williams Companies in Q3 2019 and has held it in 23 quarters since.
  • Horan Capital Advisors's Williams Companies position peaked at $6.89M in Q4 2024.
  • 1,569 funds tracked by Wall St. Rank held Williams Companies as of Q1 2025.

Based on Horan Capital Advisors's 13F filing for Q1 2025, filed 7 May 2025.