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Horan Securities’s Williams Companies WMB Stock Holding History

Horan Securities’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
Q2 		$413K Buy
6,573
+471
+8% +$27.8K 0.15% 88
2025
Q1 		$365K Sell
6,102
-5,012
-45% -$287K 0.14% 90
2024
Q4 		$601K Sell
11,114
-885
-7% -$47.7K 0.23% 53
2024
Q3 		$548K Sell
11,999
-388
-3% -$17.1K 0.21% 53
2024
Q2 		$526K Buy
12,387
+6
+0% +$241 0.23% 44
2024
Q1 		$483K Buy
12,381
+389
+3% +$13.8K 0.23% 45
2023
Q4 		$418K Buy
11,992
+239
+2% +$8.39K 0.21% 52
2023
Q3 		$396K Buy
11,753
+300
+3% +$10.2K 0.21% 52
2023
Q2 		$374K Buy
11,453
+391
+4% +$11.7K 0.16% 69
2023
Q1 		$330K Buy
11,062
+359
+3% +$11.1K 0.17% 64
2022
Q4 		$352K Sell
10,703
-273
-2% -$8.89K 0.2% 48
2022
Q3 		$314K Buy
10,976
+510
+5% +$16.6K 0.19% 50
2022
Q2 		$329K Buy
10,466
+1,072
+11% +$37K 0.2% 48
2022
Q1 		$314K Buy
9,394
+634
+7% +$19.4K 0.18% 46
2021
Q4 		$228K Buy
+8,760
New +$242K 0.14% 71
2021
Q2 		$148K Buy
5,574
+3,440
+161% +$88.1K 0.11% 97
2021
Q1 		$51K Buy
2,134
+1,643
+335% +$37.3K 0.04% 141
2020
Q4 		$10K Buy
+491
New +$9.95K 0.01% 263
2020
Q3 		– Sell
-270
Closed -$5K – 398
2020
Q2 		$5K Buy
+270
New +$5.02K 0.01% 248

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 $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Horan Securities's WMB Position: Q2 2025 in Review

Horan Securities increased its Williams Companies (WMB) stake by 7.7% in Q2 2025, buying an estimated $27.8K and bringing the position to 6,573 shares worth $413K. The position accounts for 0.15% of the portfolio, ranked #88.

Horan Securities first reported a position in WMB in Q2 2020 and has held it in 19 quarters since. The position peaked at $601K in Q4 2024. 1,633 funds tracked by Wall St. Rank hold WMB as of Q2 2025.

  • Horan Securities held 6,573 shares of Williams Companies worth $413K as of Q2 2025.
  • Horan Securities bought 471 Williams Companies shares in Q2 2025, an estimated $27.8K.
  • Williams Companies made up 0.15% of Horan Securities's portfolio in Q2 2025, its #88 holding.
  • Horan Securities first reported a position in Williams Companies in Q2 2020 and has held it in 19 quarters since.
  • Horan Securities's Williams Companies position peaked at $601K in Q4 2024.
  • 1,633 funds tracked by Wall St. Rank held Williams Companies as of Q2 2025.

Based on Horan Securities's 13F filing for Q2 2025, filed 6 Aug 2025.