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Sanders Morris Harris’s Williams Companies WMB Stock Holding History

Sanders Morris Harris’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
-3,646
Closed -$231K – 290
2025
Q3 		$231K Sell
3,646
-293
-7% -$17.2K 0.03% 260
2025
Q2 		$247K Buy
+3,939
New +$233K 0.06% 122

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

Sanders Morris Harris's WMB Position: Q4 2025 in Review

Sanders Morris Harris sold out of Williams Companies (WMB) in Q4 2025, closing a stake of 3,646 shares — an estimated $231K sold.

Sanders Morris Harris first reported a position in WMB in Q2 2025 and held it in 2 quarters. The position peaked at $247K in Q2 2025. 1,701 funds tracked by Wall St. Rank hold WMB as of Q4 2025.

  • Sanders Morris Harris reported no remaining Williams Companies position as of Q4 2025 after selling out during the quarter.
  • Sanders Morris Harris sold 3,646 Williams Companies shares in Q4 2025, an estimated $231K.
  • Sanders Morris Harris first reported a position in Williams Companies in Q2 2025 and held it in 2 quarters.
  • Sanders Morris Harris's Williams Companies position peaked at $247K in Q2 2025.
  • 1,701 funds tracked by Wall St. Rank held Williams Companies as of Q4 2025.

Based on Sanders Morris Harris's 13F filing for Q4 2025, filed 8 Jan 2026.