WMB WILLIAMS COS Com

Ownership history in ADELL HARRIMAN & CARPENTER INC  ·  39 quarters on record

AI Ownership Summary

ADELL HARRIMAN & CARPENTER INC reported WILLIAMS COS Com (WMB) in 39 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.01% in 2025 Q1. The latest visible filing shows WMB at 1.64% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WMB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ADELL HARRIMAN & CARPENTER INC's position in WILLIAMS COS Com, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WMB was reported at 1.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ADELL HARRIMAN & CARPENTER INC held WMB — position size vs. price
% of Fund (quarterly)    WMB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 456,261 +7,114 +1.6% 1.64% $27.4M 2026-02-14 (Est.) $71.76
2025 Q3 ADDED 449,147 +6,040 +1.4% 1.73% $28.5M 2025-11-04 $55.65
2025 Q2 REDUCED 443,107 -3,338 -0.7% 1.85% $27.8M 2025-08-04 $58.84
2025 Q1 REDUCED 446,445 -2,397 -0.5% 2.01% $26.7M 2025-04-29 $57.78
2024 Q4 REDUCED 448,842 -3,564 -0.8% 1.69% $24.3M 2025-01-30 $54.31
2024 Q3 ADDED 452,406 +3,495 +0.8% 1.50% $20.7M 2024-10-25 $49.95
2024 Q2 ADDED 448,911 +14,165 +3.3% 1.47% $19.1M 2024-08-01 $40.58
2024 Q1 ADDED 434,746 +9,351 +2.2% 1.40% $16.9M 2024-04-25 $36.71
2023 Q4 ADDED 425,395 +9,831 +2.4% 1.37% $14.8M 2024-02-05 $31.62
30 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ADELL HARRIMAN & CARPENTER INC and WMB

These are the practical questions this page is built to answer before you even open the full history table.

How long has ADELL HARRIMAN & CARPENTER INC reported owning WMB?

ADELL HARRIMAN & CARPENTER INC reported WMB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WMB position in ADELL HARRIMAN & CARPENTER INC's portfolio?

The largest reported portfolio weight for WMB was 2.01% in 2025 Q1.

What is the latest reported WMB position on this page?

The most recent filing on this page is 2025 Q4, when ADELL HARRIMAN & CARPENTER INC reported 456,261 shares, equal to 1.64% of portfolio, with an estimated market value of $27.4M.

What does the chart on this WMB ownership page compare?

The chart compares ADELL HARRIMAN & CARPENTER INC's quarterly WMB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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