Miller Equity Capital Advisors’s Williams Companies WMB Stock Holding History

Miller Equity Capital 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 Q1	$218K	Sell	3,640 -44,400	-92%	-$2.54M	15.04%	4
2024 Q4	$2.6M	Sell	48,040 -930	-2%	-$50.1K	0.99%	25
2024 Q3	$2.24M	Hold	48,970	–	–	0.87%	31
2024 Q2	$2.08M	Hold	48,970	–	–	0.87%	30
2024 Q1	$1.91M	Hold	48,970	–	–	0.79%	31
2023 Q4	$1.71M	Sell	48,970 -374	-0.8%	-$13.1K	0.77%	31
2023 Q3	$1.66M	Buy	49,344 +4,844	+11%	+$165K	0.86%	30
2023 Q2	$1.45M	Hold	44,500	–	–	0.74%	33
2023 Q1	$1.33M	Hold	44,500	–	–	0.74%	34
2022 Q4	$1.46M	Buy	44,500 +1,400	+3%	+$45.6K	0.95%	31
2022 Q3	$1.23M	Buy	43,100 +3,000	+7%	+$97.7K	0.91%	35
2022 Q2	$1.25M	Buy	40,100 +23,000	+135%	+$794K	1.07%	35
2022 Q1	$571K	Buy	+17,100	New	+$523K	0.48%	41

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

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

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

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

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

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

Miller Equity Capital Advisors's WMB Position: Q1 2025 in Review

Miller Equity Capital Advisors reduced its Williams Companies (WMB) stake by 92% in Q1 2025, selling an estimated $2.54M and leaving 3,640 shares worth $218K. The position accounts for 15.04% of the portfolio, ranked #4.

Miller Equity Capital Advisors first reported a position in WMB in Q1 2022 and has held it in 13 quarters since. The position peaked at $2.6M in Q4 2024. 1,571 funds tracked by Wall St. Rank hold WMB as of Q1 2025.

Miller Equity Capital Advisors held 3,640 shares of Williams Companies worth $218K as of Q1 2025.
Miller Equity Capital Advisors sold 44,400 Williams Companies shares in Q1 2025, an estimated $2.54M.
Williams Companies made up 15.04% of Miller Equity Capital Advisors's portfolio in Q1 2025, its #4 holding.
Miller Equity Capital Advisors first reported a position in Williams Companies in Q1 2022 and has held it in 13 quarters since.
Miller Equity Capital Advisors's Williams Companies position peaked at $2.6M in Q4 2024.
1,571 funds tracked by Wall St. Rank held Williams Companies as of Q1 2025.

Based on Miller Equity Capital Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.