WMB β€” WILLIAMS COS INC

Ownership history in First Western Trust Bank  Β·  7 quarters on record

AI Ownership Summary

First Western Trust Bank reported WILLIAMS COS INC (WMB) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.02% in 2025 Q1. The latest visible filing shows WMB at 0.01% 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.

What this WMB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was First Western Trust Bank's position in WILLIAMS COS INC, 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 Q3

WMB was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% 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
2024 Q1 to 2025 Q3

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 First Western Trust Bank held WMB β€” position size vs. price
% of Fund (quarterly)    WMB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 4,861 -2,808 -36.6% 0.01% $308K 2025-11-14 $60.06
2025 Q2 REDUCED 7,669 -121 -1.6% 0.02% $482K 2025-08-08 $56.52
2025 Q1 UNCHANGED 7,790 β€” 0% 0.02% $466K 2025-05-12 $55.32
2024 Q4 UNCHANGED 7,790 β€” 0% 0.02% $422K 2025-02-13 $55.14
2024 Q3 REDUCED 7,790 -3 -0.0% 0.02% $356K 2024-11-07 $52.75
2024 Q2 ADDED 7,793 +2 +0.0% 0.02% $331K 2024-08-05 $38.82
2024 Q1 INITIATED 7,791 β€” β€” 0.01% $304K 2024-05-16 $38.11

FAQ About First Western Trust Bank and WMB

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

How long has First Western Trust Bank reported owning WMB?

First Western Trust Bank reported WMB across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported WMB position in First Western Trust Bank's portfolio?

The largest reported portfolio weight for WMB was 0.02% in 2025 Q1.

What is the latest reported WMB position on this page?

The most recent filing on this page is 2025 Q3, when First Western Trust Bank reported 4,861 shares, equal to 0.01% of portfolio, with an estimated market value of $308K.

What does the chart on this WMB ownership page compare?

The chart compares First Western Trust Bank'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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