Van Hulzen Asset Management’s Williams Companies WMB Stock Holding History

Van Hulzen 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 Q1	–	Sell	-474	Closed	-$25.7K	–	1126
2024 Q4	$25.7K	Buy	+474	New	+$25.5K	﹤0.01%	642
2024 Q2	–	Sell	-47,409	Closed	-$1.85M	–	338
2024 Q1	$1.85M	Hold	47,409	–	–	0.12%	122
2023 Q4	$1.65M	Hold	47,409	–	–	0.12%	118
2023 Q3	$1.6M	Buy	47,409 +40,000	+540%	+$1.37M	0.12%	118
2023 Q2	$242K	Buy	+7,409	New	+$222K	0.02%	270
2016 Q1	–	Sell	-7,575	Closed	-$195K	–	155
2015 Q4	$195K	Sell	7,575 -1,100	-13%	-$38.4K	0.12%	100
2015 Q3	$320K	Buy	8,675 +3,700	+74%	+$184K	0.21%	86
2015 Q2	$286K	Buy	+4,975	New	+$256K	0.15%	115
2014 Q2	–	Sell	-42,091	Closed	-$1.71M	–	94
2014 Q1	$1.71M	Buy	42,091 +11,891	+39%	+$482K	1.73%	22
2013 Q4	$1.17M	Buy	+30,200	New	+$1.09M	1.01%	34

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 $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

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

Van Hulzen Asset Management's WMB Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Williams Companies (WMB) in Q1 2025, closing a stake of 474 shares — an estimated $25.7K sold.

Van Hulzen Asset Management first reported a position in WMB in Q4 2013 and held it in 10 quarters. The position peaked at $1.85M in Q1 2024. 1,571 funds tracked by Wall St. Rank hold WMB as of Q1 2025.

Van Hulzen Asset Management reported no remaining Williams Companies position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 474 Williams Companies shares in Q1 2025, an estimated $25.7K.
Van Hulzen Asset Management first reported a position in Williams Companies in Q4 2013 and held it in 10 quarters.
Van Hulzen Asset Management's Williams Companies position peaked at $1.85M in Q1 2024.
1,571 funds tracked by Wall St. Rank held Williams Companies as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.