Sylvest Advisors’s Williams Companies WMB Stock Holding History

Sylvest Advisors’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	-8,158	Closed	-$517K	–	75
2025 Q3	$517K	Hold	8,158	–	–	0.28%	49
2025 Q2	$512K	Hold	8,158	–	–	0.3%	54
2025 Q1	$488K	Hold	8,158	–	–	0.3%	48
2024 Q4	$442K	Buy	+8,158	New	+$440K	0.27%	58

Other funds holding WMB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $303B AUM 30.15% 1-Year Est. Return

Sylvest Advisors's WMB Position: Q4 2025 in Review

Sylvest Advisors sold out of Williams Companies (WMB) in Q4 2025, closing a stake of 8,158 shares — an estimated $517K sold.

Sylvest Advisors first reported a position in WMB in Q4 2024 and held it in 4 quarters. The position peaked at $517K in Q3 2025. 1,698 funds tracked by Wall St. Rank hold WMB as of Q4 2025.

Sylvest Advisors reported no remaining Williams Companies position as of Q4 2025 after selling out during the quarter.
Sylvest Advisors sold 8,158 Williams Companies shares in Q4 2025, an estimated $517K.
Sylvest Advisors first reported a position in Williams Companies in Q4 2024 and held it in 4 quarters.
Sylvest Advisors's Williams Companies position peaked at $517K in Q3 2025.
1,698 funds tracked by Wall St. Rank held Williams Companies as of Q4 2025.

Based on Sylvest Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.