WMB WILLIAMS COS

Ownership history in O'Brien Greene & Co. Inc  ·  20 quarters on record

AI Ownership Summary

O'Brien Greene & Co. Inc reported WILLIAMS COS (WMB) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.24% in 2025 Q1. The latest visible filing shows WMB at 2.78% 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 O'Brien Greene & Co. Inc's position in WILLIAMS COS, 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 2.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.24% 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 O'Brien Greene & Co. 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 155,630 +1,001 +0.6% 2.78% $9.4M 2026-02-14 (Est.) $71.76
2025 Q3 REDUCED 154,629 -1,740 -1.1% 3.01% $9.8M 2025-11-10 $59.67
2025 Q2 REDUCED 156,369 -5,335 -3.3% 3.21% $9.8M 2025-08-06 $57.26
2025 Q1 REDUCED 161,704 -1,228 -0.8% 3.24% $9.7M 2025-05-12 $55.32
2024 Q4 REDUCED 162,932 -8,377 -4.9% 2.86% $8.8M 2025-02-03 $53.93
2024 Q3 REDUCED 171,309 -931 -0.5% 2.44% $7.8M 2024-11-15 $53.80
2024 Q2 ADDED 172,240 +17,807 +11.5% 2.32% $7.3M 2024-08-12 $40.77
2024 Q1 ADDED 154,433 +832 +0.5% 1.98% $6.0M 2024-05-02 $35.86
2023 Q4 ADDED 153,601 +499 +0.3% 1.88% $5.3M 2024-02-02 $31.96
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About O'Brien Greene & Co. 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 O'Brien Greene & Co. Inc reported owning WMB?

O'Brien Greene & Co. Inc reported WMB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WMB position in O'Brien Greene & Co. Inc's portfolio?

The largest reported portfolio weight for WMB was 3.24% in 2025 Q1.

What is the latest reported WMB position on this page?

The most recent filing on this page is 2025 Q4, when O'Brien Greene & Co. Inc reported 155,630 shares, equal to 2.78% of portfolio, with an estimated market value of $9.4M.

What does the chart on this WMB ownership page compare?

The chart compares O'Brien Greene & Co. 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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