Lee Johnson Capital Management’s Williams Companies WMB Stock Holding History

Lee Johnson Capital Management’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	-81,868	Closed	-$5.14M	–	105
2025 Q2	$5.14M	Sell	81,868 -2,467	-3%	-$146K	1.77%	19
2025 Q1	$5.04M	Sell	84,335 -6,922	-8%	-$396K	2.67%	5
2024 Q4	$4.94M	Buy	91,257 +1,599	+2%	+$86.2K	2.61%	11
2024 Q3	$4.09M	Buy	+89,658	New	+$3.94M	2.1%	13

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

Lee Johnson Capital Management's WMB Position: Q3 2025 in Review

Lee Johnson Capital Management sold out of Williams Companies (WMB) in Q3 2025, closing a stake of 81,868 shares — an estimated $5.14M sold.

Lee Johnson Capital Management first reported a position in WMB in Q3 2024 and held it in 4 quarters. The position peaked at $5.14M in Q2 2025. 1,613 funds tracked by Wall St. Rank hold WMB as of Q3 2025.

Lee Johnson Capital Management reported no remaining Williams Companies position as of Q3 2025 after selling out during the quarter.
Lee Johnson Capital Management sold 81,868 Williams Companies shares in Q3 2025, an estimated $5.14M.
Lee Johnson Capital Management first reported a position in Williams Companies in Q3 2024 and held it in 4 quarters.
Lee Johnson Capital Management's Williams Companies position peaked at $5.14M in Q2 2025.
1,613 funds tracked by Wall St. Rank held Williams Companies as of Q3 2025.

Based on Lee Johnson Capital Management's 13F filing for Q3 2025, filed 20 Oct 2025.