WMB — WILLIAMS COS INC

Ownership history in Keudell/Morrison Wealth Management  ·  17 quarters on record

AI Ownership Summary

Keudell/Morrison Wealth Management reported WILLIAMS COS INC (WMB) in 17 quarterly 13F filings from 2023 Q3 through 2025 Q2. Peak portfolio weight reached 0.16% in 2024 Q1. The latest visible filing shows WMB at 0.06% 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 Keudell/Morrison Wealth Management'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 Q2

WMB was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2024 Q1

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

Time in book
Holding Window
2023 Q3 to 2025 Q2

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 Keudell/Morrison Wealth Management fund profile Keudell/Morrison Wealth Management full holdings
How Keudell/Morrison Wealth Management held WMB — position size vs. price
% of Fund (quarterly)    WMB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 4,076 -239 -5.5% 0.06% $256K 2025-07-22 $56.01
2025 Q1 REDUCED 4,315 -794 -15.5% 0.06% $258K 2025-04-23 $56.63
2024 Q4 REDUCED 5,109 -2,843 -35.8% 0.07% $276K 2025-01-23 $57.09
2024 Q3 REDUCED 7,952 -3,972 -33.3% 0.10% $363K 2024-10-31 $49.83
2024 Q2 REDUCED 11,924 -1,675 -12.3% 0.15% $507K 2024-07-16 $39.87
2024 Q1 ADDED 13,599 +85 +0.6% 0.16% $530K 2024-05-07 $36.40
2023 Q4 REDUCED 13,514 -477 -3.4% 0.16% $471K 2024-02-14 $30.36
2023 Q3 REDUCED 13,991 -601 -4.1% 0.14% $471K 2023-10-18 $32.33
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WMB

As of 2025 Q4 — sorted by position size

WALNUT PRIVATE EQUITY PARTNERS, LLC 3Y 7Y 16.91% KAYNE ANDERSON CAPITAL ADVISORS LP 3Y 7Y 10.44% Robertson Opportunity Capital, LLC 3Y 7Y 9.45% Amplify Investments, LLC 9.26% RR Advisors, LLC 3Y 7Y 9.0% Heronetta Management, L.P. 3Y 7Y 8.69% TORTOISE CAPITAL ADVISORS, L.L.C. 3Y 7Y 8.69% R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 3Y 7Y 8.63% SL ADVISORS, LLC 3Y 7Y 8.2% CHICKASAW CAPITAL MANAGEMENT LLC 3Y 7Y 7.56%

FAQ About Keudell/Morrison Wealth Management and WMB

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

How long has Keudell/Morrison Wealth Management reported owning WMB?

Keudell/Morrison Wealth Management reported WMB across 8 quarterly 13F filings, from 2023 Q3 through 2025 Q2.

What was the largest reported WMB position in Keudell/Morrison Wealth Management's portfolio?

The largest reported portfolio weight for WMB was 0.16% in 2024 Q1.

What is the latest reported WMB position on this page?

The most recent filing on this page is 2025 Q2, when Keudell/Morrison Wealth Management reported 4,076 shares, equal to 0.06% of portfolio, with an estimated market value of $256K.

What does the chart on this WMB ownership page compare?

The chart compares Keudell/Morrison Wealth Management'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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