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Morningstar Investment Management’s Williams Companies WMB Stock Holding History

Morningstar Investment 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
-41,896
Closed -$2.63M – 532
2025
Q2 		$2.63M Sell
41,896
-1,684
-4% -$99.4K 0.23% 30
2025
Q1 		$2.6M Sell
43,580
-20,060
-32% -$1.15M 0.22% 35
2024
Q4 		$3.44M Sell
63,640
-50,903
-44% -$2.74M 0.27% 33
2024
Q3 		$5.84M Sell
114,543
-9,478
-8% -$417K 0.58% 25
2024
Q2 		$5.27M Sell
124,021
-18,421
-13% -$739K 0.55% 27
2024
Q1 		$5.55M Hold
142,442
– – 0.6% 21
2023
Q4 		$4.96M Sell
142,442
-1,188
-0.8% -$41.7K 0.57% 24
2023
Q3 		$4.84M Sell
143,630
-538
-0.4% -$18.4K 0.66% 21
2023
Q2 		$4.7M Sell
144,168
-9,005
-6% -$270K 0.62% 26
2023
Q1 		$4.57M Sell
153,173
-40,329
-21% -$1.25M 0.67% 23
2022
Q4 		$6.37M Sell
193,502
-3,461
-2% -$113K 1.08% 22
2022
Q3 		$5.64M Buy
196,963
+18,536
+10% +$604K 1.07% 21
2022
Q2 		$5.57M Sell
178,427
-72,654
-29% -$2.51M 1.06% 21
2022
Q1 		$8.39M Sell
251,081
-37,660
-13% -$1.15M 1.57% 18
2021
Q4 		$7.52M Sell
288,741
-31,655
-10% -$875K 1.14% 28
2021
Q3 		$8.42M Sell
320,396
-7,928
-2% -$200K 1.4% 22
2021
Q2 		$8.72M Buy
+328,324
New +$8.41M 0.98% 29

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Morningstar Investment Management's WMB Position: Q3 2025 in Review

Morningstar Investment Management sold out of Williams Companies (WMB) in Q3 2025, closing a stake of 41,896 shares — an estimated $2.63M sold.

Morningstar Investment Management first reported a position in WMB in Q2 2021 and held it in 17 quarters. The position peaked at $8.72M in Q2 2021. 1,611 funds tracked by Wall St. Rank hold WMB as of Q3 2025.

  • Morningstar Investment Management reported no remaining Williams Companies position as of Q3 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 41,896 Williams Companies shares in Q3 2025, an estimated $2.63M.
  • Morningstar Investment Management first reported a position in Williams Companies in Q2 2021 and held it in 17 quarters.
  • Morningstar Investment Management's Williams Companies position peaked at $8.72M in Q2 2021.
  • 1,611 funds tracked by Wall St. Rank held Williams Companies as of Q3 2025.

Based on Morningstar Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.