L.M. Kohn & Company’s Williams Companies WMB Stock Holding History

L.M. Kohn & Company’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	-4,617	Closed	-$290K	–	279
2025 Q2	$290K	Sell	4,617 -475	-9%	-$28K	0.08%	210
2025 Q1	$304K	Sell	5,092 -219	-4%	-$12.5K	0.08%	197
2024 Q4	$287K	Sell	5,311 -862	-14%	-$46.5K	0.07%	201
2024 Q3	$282K	Buy	6,173 +356	+6%	+$15.6K	0.07%	210
2024 Q2	$247K	Sell	5,817 -299	-5%	-$12K	0.07%	223
2024 Q1	$238K	Buy	6,116 +288	+5%	+$10.2K	0.07%	230
2023 Q4	$203K	Buy	+5,828	New	+$205K	0.06%	224

Other funds holding WMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

L.M. Kohn & Company's WMB Position: Q3 2025 in Review

L.M. Kohn & Company sold out of Williams Companies (WMB) in Q3 2025, closing a stake of 4,617 shares — an estimated $290K sold.

L.M. Kohn & Company first reported a position in WMB in Q4 2023 and held it in 7 quarters. The position peaked at $304K in Q1 2025. 1,613 funds tracked by Wall St. Rank hold WMB as of Q3 2025.

L.M. Kohn & Company reported no remaining Williams Companies position as of Q3 2025 after selling out during the quarter.
L.M. Kohn & Company sold 4,617 Williams Companies shares in Q3 2025, an estimated $290K.
L.M. Kohn & Company first reported a position in Williams Companies in Q4 2023 and held it in 7 quarters.
L.M. Kohn & Company's Williams Companies position peaked at $304K in Q1 2025.
1,613 funds tracked by Wall St. Rank held Williams Companies as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.