Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Williams Companies WMB Stock Holding History

Kovitz Investment Group 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
Q4 		– Sell
-450,591
Closed -$28.5M – 1342
2025
Q3 		$28.5M Buy
450,591
+80,370
+22% +$4.72M 0.11% 170
2025
Q2 		$23.3M Buy
370,221
+24,673
+7% +$1.46M 0.1% 178
2025
Q1 		$20.7M Sell
345,548
-18,110
-5% -$1.04M 0.1% 165
2024
Q4 		$19.7M Sell
363,658
-1,496
-0.4% -$80.6K 0.1% 174
2024
Q3 		$15.7M Buy
365,154
+102,282
+39% +$4.5M 0.11% 164
2024
Q2 		$11.2M Sell
262,872
-151
-0.1% -$6.06K 0.1% 163
2024
Q1 		$10.2M Buy
263,023
+190,150
+261% +$6.76M 0.13% 112
2023
Q4 		$2.54M Sell
72,873
-1,000
-1% -$35.1K 0.04% 219
2023
Q3 		$2.49M Sell
73,873
-3,000
-4% -$102K 0.04% 216
2023
Q2 		$2.51M Buy
+76,873
New +$2.31M 0.04% 228
2021
Q3 		– Sell
-26,500
Closed -$704K – 450
2021
Q2 		$704K Buy
+26,500
New +$679K 0.01% 338

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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Kovitz Investment Group Partners's WMB Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Williams Companies (WMB) in Q4 2025, closing a stake of 450,591 shares — an estimated $28.5M sold.

Kovitz Investment Group Partners first reported a position in WMB in Q2 2021 and held it in 11 quarters. The position peaked at $28.5M in Q3 2025. 1,701 funds tracked by Wall St. Rank hold WMB as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Williams Companies position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 450,591 Williams Companies shares in Q4 2025, an estimated $28.5M.
  • Kovitz Investment Group Partners first reported a position in Williams Companies in Q2 2021 and held it in 11 quarters.
  • Kovitz Investment Group Partners's Williams Companies position peaked at $28.5M in Q3 2025.
  • 1,701 funds tracked by Wall St. Rank held Williams Companies as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.