LGL Partners’s Williams Companies WMB Stock Holding History

LGL 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 Q1	–	Sell	-4,690	Closed	-$254K	–	128
2024 Q4	$254K	Buy	4,690 +105	+2%	+$5.66K	0.04%	100
2024 Q3	$209K	Buy	+4,585	New	+$202K	0.03%	113
2022 Q3	–	Sell	-7,800	Closed	-$243K	–	163
2022 Q2	$243K	Sell	7,800 -436	-5%	-$15.1K	0.04%	84
2022 Q1	$275K	Hold	8,236	–	–	0.04%	83
2021 Q4	$214K	Hold	8,236	–	–	0.03%	97
2021 Q3	$214K	Hold	8,236	–	–	0.13%	83
2021 Q2	$219K	Buy	+8,236	New	+$211K	0.13%	81
2021 Q1	–	Sell	-12,236	Closed	-$245K	–	98
2020 Q4	$245K	Sell	12,236 -151	-1%	-$3.06K	0.14%	78
2020 Q3	$243K	Buy	12,387 +151	+1%	+$3.07K	0.15%	83
2020 Q2	$233K	Hold	12,236	–	–	0.14%	79
2020 Q1	$173K	Hold	12,236	–	–	0.11%	76
2019 Q4	$290K	Hold	12,236	–	–	0.1%	82
2019 Q3	$294K	Hold	12,236	–	–	0.12%	82
2019 Q2	$343K	Hold	12,236	–	–	0.14%	75
2019 Q1	$351K	Buy	+12,236	New	+$328K	0.13%	74

Other funds holding WMB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

LGL Partners's WMB Position: Q1 2025 in Review

LGL Partners sold out of Williams Companies (WMB) in Q1 2025, closing a stake of 4,690 shares — an estimated $254K sold.

LGL Partners first reported a position in WMB in Q1 2019 and held it in 15 quarters. The position peaked at $351K in Q1 2019. 1,569 funds tracked by Wall St. Rank hold WMB as of Q1 2025.

LGL Partners reported no remaining Williams Companies position as of Q1 2025 after selling out during the quarter.
LGL Partners sold 4,690 Williams Companies shares in Q1 2025, an estimated $254K.
LGL Partners first reported a position in Williams Companies in Q1 2019 and held it in 15 quarters.
LGL Partners's Williams Companies position peaked at $351K in Q1 2019.
1,569 funds tracked by Wall St. Rank held Williams Companies as of Q1 2025.

Based on LGL Partners's 13F filing for Q1 2025, filed 15 May 2025.