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SageView Advisory Group’s Williams Companies WMB Stock Holding History

SageView Advisory Group’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 		$506K Sell
8,415
-8,642
-51% -$522K 0.02% 361
2025
Q3 		$1.08M Sell
17,057
-311
-2% -$18.3K 0.04% 259
2025
Q2 		$999K Buy
17,368
+1
+0% +$59 0.04% 243
2025
Q1 		$1.04M Sell
17,367
-765
-4% -$43.8K 0.04% 222
2024
Q4 		$981K Sell
18,132
-1,204
-6% -$64.9K 0.04% 226
2024
Q3 		$883K Sell
19,336
-9,278
-32% -$408K 0.04% 216
2024
Q2 		$1.22M Buy
+28,614
New +$1.15M 0.06% 192
2024
Q1 		– Sell
-45,506
Closed -$1.6M – 833
2023
Q4 		$1.6M Buy
45,506
+7,293
+19% +$256K 0.07% 180
2023
Q3 		$1.29M Sell
38,213
-5,696
-13% -$194K 0.07% 176
2023
Q2 		$1.43M Buy
43,909
+1,891
+5% +$56.8K 0.08% 171
2023
Q1 		$1.25M Buy
42,018
+29,649
+240% +$916K 0.08% 174
2022
Q4 		$407K Buy
+12,369
New +$403K 0.03% 271

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

SageView Advisory Group's WMB Position: Q4 2025 in Review

SageView Advisory Group reduced its Williams Companies (WMB) stake by 51% in Q4 2025, selling an estimated $522K and leaving 8,415 shares worth $506K. The position accounts for 0.02% of the portfolio, ranked #361.

SageView Advisory Group first reported a position in WMB in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.6M in Q4 2023. 1,698 funds tracked by Wall St. Rank hold WMB as of Q4 2025.

  • SageView Advisory Group held 8,415 shares of Williams Companies worth $506K as of Q4 2025.
  • SageView Advisory Group sold 8,642 Williams Companies shares in Q4 2025, an estimated $522K.
  • Williams Companies made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #361 holding.
  • SageView Advisory Group first reported a position in Williams Companies in Q4 2022 and has held it in 12 quarters since.
  • SageView Advisory Group's Williams Companies position peaked at $1.6M in Q4 2023.
  • 1,698 funds tracked by Wall St. Rank held Williams Companies as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.