WMB — WILLIAMS COS INC COM

Ownership history in INSPIRE TRUST CO, N.A.  ·  8 quarters on record

AI Ownership Summary

INSPIRE TRUST CO, N.A. reported WILLIAMS COS INC COM (WMB) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 1.13% in 2025 Q4. The latest visible filing shows WMB at 1.13% 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 INSPIRE TRUST CO, N.A.'s position in WILLIAMS COS INC 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 1.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.13% in 2025 Q4

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 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.

WMB stock page INSPIRE TRUST CO, N.A. fund profile INSPIRE TRUST CO, N.A. full holdings
How INSPIRE TRUST CO, N.A. held WMB — position size vs. price
% of Fund (quarterly)    WMB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 114,500 +17,500 +18.0% 1.13% $6.9M 2026-02-14 (Est.) $71.76
2025 Q3 ADDED 97,000 +17,000 +21.2% 1.12% $6.1M 2025-11-10 $59.67
2025 Q2 ADDED 80,000 +3,100 +4.0% 1.04% $5.0M 2025-08-14 $55.99
2025 Q1 ADDED 76,900 +5,000 +7.0% 1.09% $4.6M 2025-05-13 $56.23
2024 Q4 REDUCED 71,900 -6,000 -7.7% 0.99% $3.9M 2025-02-18 $55.47
2024 Q3 ADDED 77,900 +11,000 +16.4% 0.98% $3.6M 2024-12-02 $53.71
2024 Q2 ADDED 66,900 +45,900 +218.6% 0.94% $2.8M 2024-08-13 $40.59
2024 Q1 INITIATED 21,000 — — 0.46% $818K 2024-05-15 $37.66

🏢 Other funds also holding WMB

As of 2026 Q1 — sorted by position size

WALNUT PRIVATE EQUITY PARTNERS, LLC 3Y 7Y 19.26% SL ADVISORS, LLC 3Y 7Y 8.1% CHICKASAW CAPITAL MANAGEMENT LLC 3Y 7Y 7.73% Asset Management Advisors, LLC 3Y 7Y 7.64% Fractal Investments LLC 3Y 7.01% Ausbil Investment Management Ltd 3Y 5.0% WEYBOSSET RESEARCH & MANAGEMENT LLC 3Y 7Y 4.19% CAMPBELL NEWMAN ASSET MANAGEMENT INC 3Y 7Y 3.38% Signature Wealth Management Group 3Y 7Y 2.31% SPIRIT OF AMERICA MANAGEMENT CORP/NY 3Y 7Y 2.1%

FAQ About INSPIRE TRUST CO, N.A. and WMB

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

How long has INSPIRE TRUST CO, N.A. reported owning WMB?

INSPIRE TRUST CO, N.A. reported WMB across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported WMB position in INSPIRE TRUST CO, N.A.'s portfolio?

The largest reported portfolio weight for WMB was 1.13% in 2025 Q4.

What is the latest reported WMB position on this page?

The most recent filing on this page is 2025 Q4, when INSPIRE TRUST CO, N.A. reported 114,500 shares, equal to 1.13% of portfolio, with an estimated market value of $6.9M.

What does the chart on this WMB ownership page compare?

The chart compares INSPIRE TRUST CO, N.A.'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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