Lion Street Advisors’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$217K Buy
+7,742
New +$454K 0.08% 207
2023
Q3
Sell
-7,742
Closed -$217K 309
2023
Q2
$217K Buy
+7,742
New +$232K 0.07% 224

Other funds holding WMB

Lion Street Advisors's WMB Position: Q3 2025 in Review

Lion Street Advisors opened a new position in Williams Companies (WMB) in Q3 2025: 7,742 shares worth $217K. The stake represents 0.08% of the portfolio and ranks #207 among its holdings. This is a return to the name: Lion Street Advisors previously reported a position in WMB as recently as Q2 2023.

Lion Street Advisors first reported a position in WMB in Q2 2023 and has held it in 2 quarters since. 1,613 funds tracked by Wall St. Rank hold WMB as of Q3 2025.

  • Lion Street Advisors held 7,742 shares of Williams Companies worth $217K as of Q3 2025.
  • Williams Companies was a new Lion Street Advisors position in Q3 2025.
  • Williams Companies made up 0.08% of Lion Street Advisors's portfolio in Q3 2025, its #207 holding.
  • Lion Street Advisors first reported a position in Williams Companies in Q2 2023 and has held it in 2 quarters since.
  • 1,613 funds tracked by Wall St. Rank held Williams Companies as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.