Long Run Wealth Advisors’s Williams Companies WMB Stock Holding History

Long Run Wealth Advisors’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	-3,278	Closed	-$208K	–	110
2025 Q3	$208K	Buy	3,278 +25	+0.8%	+$1.47K	0.04%	104
2025 Q2	$204K	Buy	+3,253	New	+$192K	0.04%	101

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

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Long Run Wealth Advisors's WMB Position: Q4 2025 in Review

Long Run Wealth Advisors sold out of Williams Companies (WMB) in Q4 2025, closing a stake of 3,278 shares — an estimated $208K sold.

Long Run Wealth Advisors first reported a position in WMB in Q2 2025 and held it in 2 quarters. The position peaked at $208K in Q3 2025. 1,697 funds tracked by Wall St. Rank hold WMB as of Q4 2025.

Long Run Wealth Advisors reported no remaining Williams Companies position as of Q4 2025 after selling out during the quarter.
Long Run Wealth Advisors sold 3,278 Williams Companies shares in Q4 2025, an estimated $208K.
Long Run Wealth Advisors first reported a position in Williams Companies in Q2 2025 and held it in 2 quarters.
Long Run Wealth Advisors's Williams Companies position peaked at $208K in Q3 2025.
1,697 funds tracked by Wall St. Rank held Williams Companies as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.