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Osterweis Capital Management’s Williams Companies WMB Stock Holding History

Osterweis Capital 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
Q2 		– Sell
-15
Closed -$896 – 425
2025
Q1 		$896 Buy
+15
New +$859 ﹤0.01% 242

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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Osterweis Capital Management's WMB Position: Q2 2025 in Review

Osterweis Capital Management sold out of Williams Companies (WMB) in Q2 2025, closing a stake of 15 shares — an estimated $896 sold.

Osterweis Capital Management first reported a position in WMB in Q1 2025 and held it in 1 quarter. The position peaked at $896 in Q1 2025. 1,630 funds tracked by Wall St. Rank hold WMB as of Q2 2025.

  • Osterweis Capital Management reported no remaining Williams Companies position as of Q2 2025 after selling out during the quarter.
  • Osterweis Capital Management sold 15 Williams Companies shares in Q2 2025, an estimated $896.
  • Osterweis Capital Management first reported a position in Williams Companies in Q1 2025 and held it in 1 quarter.
  • Osterweis Capital Management's Williams Companies position peaked at $896 in Q1 2025.
  • 1,630 funds tracked by Wall St. Rank held Williams Companies as of Q2 2025.

Based on Osterweis Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.