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Prudent Man Advisors’s Williams Companies WMB Stock Holding History

Prudent Man 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
Q3 		– Sell
-13,057
Closed -$820K – 186
2025
Q2 		$820K Sell
13,057
-1,832
-12% -$108K 0.26% 89
2025
Q1 		$890K Buy
14,889
+336
+2% +$19.2K 0.32% 72
2024
Q4 		$788K Sell
14,553
-2,148
-13% -$116K 0.29% 76
2024
Q3 		$762K Sell
16,701
-3,436
-17% -$151K 0.25% 94
2024
Q2 		$856K Buy
20,137
+835
+4% +$33.5K 0.3% 77
2024
Q1 		$752K Sell
19,302
-39
-0.2% -$1.39K 0.28% 85
2023
Q4 		$674K Sell
19,341
-1,085
-5% -$38.1K 0.25% 91
2023
Q3 		$688K Sell
20,426
-30
-0.1% -$1.02K 0.27% 82
2023
Q2 		$667K Sell
20,456
-61
-0.3% -$1.83K 0.25% 87
2023
Q1 		$613K Sell
20,517
-413
-2% -$12.8K 0.24% 99
2022
Q4 		$689K Buy
20,930
+76
+0.4% +$2.47K 0.28% 79
2022
Q3 		$597K Buy
20,854
+943
+5% +$30.7K 0.28% 80
2022
Q2 		$621K Sell
19,911
-449
-2% -$15.5K 0.29% 71
2022
Q1 		$680K Sell
20,360
-337
-2% -$10.3K 0.28% 77
2021
Q4 		$539K Sell
20,697
-4,169
-17% -$115K 0.21% 95
2021
Q3 		$645K Sell
24,866
-1
-0% -$25 0.24% 81
2021
Q2 		$660K Buy
+24,867
New +$637K 0.25% 82
2020
Q3 		– Sell
-19,894
Closed -$378K – 175
2020
Q2 		$378K Buy
+19,894
New +$370K 0.34% 80

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Prudent Man Advisors's WMB Position: Q3 2025 in Review

Prudent Man Advisors sold out of Williams Companies (WMB) in Q3 2025, closing a stake of 13,057 shares — an estimated $820K sold.

Prudent Man Advisors first reported a position in WMB in Q2 2020 and held it in 18 quarters. The position peaked at $890K in Q1 2025. 1,613 funds tracked by Wall St. Rank hold WMB as of Q3 2025.

  • Prudent Man Advisors reported no remaining Williams Companies position as of Q3 2025 after selling out during the quarter.
  • Prudent Man Advisors sold 13,057 Williams Companies shares in Q3 2025, an estimated $820K.
  • Prudent Man Advisors first reported a position in Williams Companies in Q2 2020 and held it in 18 quarters.
  • Prudent Man Advisors's Williams Companies position peaked at $890K in Q1 2025.
  • 1,613 funds tracked by Wall St. Rank held Williams Companies as of Q3 2025.

Based on Prudent Man Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.