Susquehanna Fundamental Investments’s Williams Companies WMB Stock Holding History

Susquehanna Fundamental Investments’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	-6,500	Closed	-$412K	–	705
2025 Q3	$412K	Hold	6,500	–	–	0.02%	447
2025 Q2	$408K	Hold	6,500	–	–	0.01%	578
2025 Q1	$388K	Hold	6,500	–	–	0.01%	899
2024 Q4	$352K	Buy	+6,500	New	+$350K	0.01%	912
2021 Q1	–	Sell	-66,709	Closed	-$1.34M	–	1627
2020 Q4	$1.34M	Sell	66,709 -645,038	-91%	-$13.1M	0.02%	753
2020 Q3	$14M	Buy	+711,747	New	+$14.5M	0.42%	26
2020 Q2	–	Sell	-227,200	Closed	-$3.21M	–	1009
2020 Q1	$3.21M	Buy	227,200 +12,300	+6%	+$238K	0.64%	49
2019 Q4	$5.1M	Buy	214,900 +24,600	+13%	+$563K	0.67%	39
2019 Q3	$4.58M	Sell	190,300 -9,100	-5%	-$229K	0.56%	51
2019 Q2	$5.59M	Buy	+199,400	New	+$5.54M	0.65%	42

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Susquehanna Fundamental Investments's WMB Position: Q4 2025 in Review

Susquehanna Fundamental Investments sold out of Williams Companies (WMB) in Q4 2025, closing a stake of 6,500 shares — an estimated $412K sold.

Susquehanna Fundamental Investments first reported a position in WMB in Q2 2019 and held it in 10 quarters. The position peaked at $14M in Q3 2020. 1,700 funds tracked by Wall St. Rank hold WMB as of Q4 2025.

Susquehanna Fundamental Investments reported no remaining Williams Companies position as of Q4 2025 after selling out during the quarter.
Susquehanna Fundamental Investments sold 6,500 Williams Companies shares in Q4 2025, an estimated $412K.
Susquehanna Fundamental Investments first reported a position in Williams Companies in Q2 2019 and held it in 10 quarters.
Susquehanna Fundamental Investments's Williams Companies position peaked at $14M in Q3 2020.
1,700 funds tracked by Wall St. Rank held Williams Companies as of Q4 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q4 2025, filed 17 Feb 2026.