Oarsman Capital’s Williams Companies WMB Stock Holding History

Oarsman Capital’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	-1,780	Closed	-$96.3K	–	856
2024 Q4	$96.3K	Sell	1,780 -2,175	-55%	-$117K	0.02%	336
2024 Q3	$181K	Buy	+3,955	New	+$174K	0.03%	252
2024 Q2	–	Sell	-5,180	Closed	-$202K	–	250
2024 Q1	$202K	Buy	+5,180	New	+$184K	0.05%	228

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

Oarsman Capital's WMB Position: Q1 2025 in Review

Oarsman Capital sold out of Williams Companies (WMB) in Q1 2025, closing a stake of 1,780 shares — an estimated $96.3K sold.

Oarsman Capital first reported a position in WMB in Q1 2024 and held it in 3 quarters. The position peaked at $202K in Q1 2024. 1,568 funds tracked by Wall St. Rank hold WMB as of Q1 2025.

Oarsman Capital reported no remaining Williams Companies position as of Q1 2025 after selling out during the quarter.
Oarsman Capital sold 1,780 Williams Companies shares in Q1 2025, an estimated $96.3K.
Oarsman Capital first reported a position in Williams Companies in Q1 2024 and held it in 3 quarters.
Oarsman Capital's Williams Companies position peaked at $202K in Q1 2024.
1,568 funds tracked by Wall St. Rank held Williams Companies as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.