OP
WMB icon

ORG Partners’s Williams Companies WMB Stock Holding History

ORG Partners’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 		$71.3K Buy
1,186
+62
+6% +$3.75K 0.01% 513
2025
Q3 		$71.2K Buy
1,124
+293
+35% +$17.2K 0.01% 518
2025
Q2 		$48.8K Buy
831
+503
+153% +$29.7K 0.01% 545
2025
Q1 		$19.9K Sell
328
-3,752
-92% -$215K ﹤0.01% 689
2024
Q4 		$221K Buy
4,080
+13
+0.3% +$701 0.03% 305
2024
Q3 		$186K Sell
4,067
-4,240
-51% -$186K 0.03% 294
2024
Q2 		$352K Buy
8,307
+5,628
+210% +$226K 0.04% 302
2024
Q1 		$104K Sell
2,679
-5,853
-69% -$208K 0.2% 71
2023
Q4 		$297K Buy
8,532
+4,828
+130% +$169K 0.05% 241
2023
Q3 		$125K Sell
3,704
-10,305
-74% -$352K 0.04% 365
2023
Q2 		$458K Sell
14,009
-556
-4% -$16.7K 0.07% 228
2023
Q1 		$435K Buy
+14,565
New +$450K 0.11% 115

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

ORG Partners's WMB Position: Q4 2025 in Review

ORG Partners increased its Williams Companies (WMB) stake by 5.5% in Q4 2025, buying an estimated $3.75K and bringing the position to 1,186 shares worth $71.3K. The position accounts for 0.01% of the portfolio, ranked #513.

ORG Partners first reported a position in WMB in Q1 2023 and has held it in 12 quarters since. The position peaked at $458K in Q2 2023. 1,697 funds tracked by Wall St. Rank hold WMB as of Q4 2025.

  • ORG Partners held 1,186 shares of Williams Companies worth $71.3K as of Q4 2025.
  • ORG Partners bought 62 Williams Companies shares in Q4 2025, an estimated $3.75K.
  • Williams Companies made up 0.01% of ORG Partners's portfolio in Q4 2025, its #513 holding.
  • ORG Partners first reported a position in Williams Companies in Q1 2023 and has held it in 12 quarters since.
  • ORG Partners's Williams Companies position peaked at $458K in Q2 2023.
  • 1,697 funds tracked by Wall St. Rank held Williams Companies as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.