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Richard W. Paul & Associates’s Williams Companies WMB Stock Holding History

Richard W. Paul & Associates’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 		– Sell
-122
Closed -$7.73K – 324
2025
Q3 		$7.73K Buy
122
+2
+2% +$117 ﹤0.01% 230
2025
Q2 		$7.54K Buy
120
+1
+0.8% +$59 ﹤0.01% 249
2025
Q1 		$7.11K Sell
119
-35
-23% -$2K ﹤0.01% 250
2024
Q4 		$8.33K Sell
154
-124
-45% -$6.68K ﹤0.01% 319
2024
Q3 		$12.7K Sell
278
-217
-44% -$9.54K ﹤0.01% 294
2024
Q2 		$21K Sell
495
-113
-19% -$4.53K 0.01% 244
2024
Q1 		$23.7K Sell
608
-3
-0.5% -$107 0.01% 250
2023
Q4 		$21.3K Sell
611
-140
-19% -$4.91K 0.01% 248
2023
Q3 		$25.3K Sell
751
-30
-4% -$1.02K 0.01% 231
2023
Q2 		$25.5K Sell
781
-52
-6% -$1.56K 0.01% 249
2023
Q1 		$24.9K Buy
833
+31
+4% +$958 0.01% 251
2022
Q4 		$26.4K Buy
+802
New +$26.1K 0.01% 249

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Richard W. Paul & Associates's WMB Position: Q4 2025 in Review

Richard W. Paul & Associates sold out of Williams Companies (WMB) in Q4 2025, closing a stake of 122 shares — an estimated $7.73K sold.

Richard W. Paul & Associates first reported a position in WMB in Q4 2022 and held it in 12 quarters. The position peaked at $26.4K in Q4 2022. 1,701 funds tracked by Wall St. Rank hold WMB as of Q4 2025.

  • Richard W. Paul & Associates reported no remaining Williams Companies position as of Q4 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 122 Williams Companies shares in Q4 2025, an estimated $7.73K.
  • Richard W. Paul & Associates first reported a position in Williams Companies in Q4 2022 and held it in 12 quarters.
  • Richard W. Paul & Associates's Williams Companies position peaked at $26.4K in Q4 2022.
  • 1,701 funds tracked by Wall St. Rank held Williams Companies as of Q4 2025.

Based on Richard W. Paul & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.