Zimmer Partners’s Williams Companies WMB Stock Holding History

Zimmer Partners’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	-182,110	Closed	-$9.86M	–	207
2024 Q4	$9.86M	Buy	+182,110	New	+$9.81M	0.17%	76
2017 Q3	–	Sell	-875,000	Closed	-$26.5M	–	93
2017 Q2	$26.5M	Sell	875,000 -5,056,200	-85%	-$151M	0.63%	40
2017 Q1	$176M	Buy	5,931,200 +4,681,200	+374%	+$135M	4.33%	7
2016 Q4	$38.9M	Buy	+1,250,000	New	+$37.7M	1.23%	27
2016 Q2	–	Sell	-4,715,072	Closed	-$75.8M	–	104
2016 Q1	$75.8M	Buy	4,715,072 +4,440,072	+1,615%	+$76.3M	3.17%	10
2015 Q4	$7.07M	Buy	275,000 +215,500	+362%	+$7.53M	0.53%	46
2015 Q3	$2.19M	Sell	59,500 -26,400	-31%	-$1.31M	0.17%	60
2015 Q2	$4.93M	Buy	+85,900	New	+$4.43M	0.27%	60
2014 Q2	–	Sell	-75,000	Closed	-$3.04M	–	59
2014 Q1	$3.04M	Buy	+75,000	New	+$3.04M	0.42%	38
2013 Q3	–	Sell	-25,000	Closed	-$812K	–	53
2013 Q2	$812K	Buy	+25,000	New	+$900K	0.15%	43

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

Zimmer Partners's WMB Position: Q1 2025 in Review

Zimmer Partners sold out of Williams Companies (WMB) in Q1 2025, closing a stake of 182,110 shares — an estimated $9.86M sold.

Zimmer Partners first reported a position in WMB in Q2 2013 and held it in 10 quarters. The position peaked at $176M in Q1 2017. 1,568 funds tracked by Wall St. Rank hold WMB as of Q1 2025.

Zimmer Partners reported no remaining Williams Companies position as of Q1 2025 after selling out during the quarter.
Zimmer Partners sold 182,110 Williams Companies shares in Q1 2025, an estimated $9.86M.
Zimmer Partners first reported a position in Williams Companies in Q2 2013 and held it in 10 quarters.
Zimmer Partners's Williams Companies position peaked at $176M in Q1 2017.
1,568 funds tracked by Wall St. Rank held Williams Companies as of Q1 2025.

Based on Zimmer Partners's 13F filing for Q1 2025, filed 15 May 2025.