Soviero Asset Management’s Williams Companies WMB Stock Holding History

Soviero Asset 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 Q3	–	Sell	-35,000	Closed	-$2.2M	–	78
2025 Q2	$2.2M	Sell	35,000 -23,000	-40%	-$1.36M	1.33%	41
2025 Q1	$3.47M	Sell	58,000 -22,000	-28%	-$1.26M	3.1%	10
2024 Q4	$4.33M	Sell	80,000 -5,000	-6%	-$269K	2.71%	11
2024 Q3	$3.88M	Sell	85,000 -35,000	-29%	-$1.54M	3.53%	11
2024 Q2	$5.1M	Buy	+120,000	New	+$4.81M	3.1%	14

Other funds holding WMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Soviero Asset Management's WMB Position: Q3 2025 in Review

Soviero Asset Management sold out of Williams Companies (WMB) in Q3 2025, closing a stake of 35,000 shares — an estimated $2.2M sold.

Soviero Asset Management first reported a position in WMB in Q2 2024 and held it in 5 quarters. The position peaked at $5.1M in Q2 2024. 1,613 funds tracked by Wall St. Rank hold WMB as of Q3 2025.

Soviero Asset Management reported no remaining Williams Companies position as of Q3 2025 after selling out during the quarter.
Soviero Asset Management sold 35,000 Williams Companies shares in Q3 2025, an estimated $2.2M.
Soviero Asset Management first reported a position in Williams Companies in Q2 2024 and held it in 5 quarters.
Soviero Asset Management's Williams Companies position peaked at $5.1M in Q2 2024.
1,613 funds tracked by Wall St. Rank held Williams Companies as of Q3 2025.

Based on Soviero Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.