WMB WILLIAMS COS INC

Ownership history in Slocum, Gordon & Co LLP  ·  10 quarters on record

AI Ownership Summary

Slocum, Gordon & Co LLP reported WILLIAMS COS INC (WMB) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.12% in 2025 Q2. The latest visible filing shows WMB at 1.70% 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 Slocum, Gordon & Co LLP'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 Q4

WMB was reported at 1.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.12% in 2025 Q2

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 Slocum, Gordon & Co LLP 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 REDUCED 39,005 -412 -1.0% 1.70% $2.3M 2026-02-14 (Est.) $71.76
2025 Q3 REDUCED 39,417 -22,310 -36.1% 1.99% $2.5M 2025-10-17 $61.50
2025 Q2 REDUCED 61,727 -2,400 -3.7% 3.12% $3.9M 2025-08-19 $55.24
2025 Q1 REDUCED 64,127 -1,150 -1.8% 2.85% $3.8M 2025-04-23 $56.63
2024 Q4 REDUCED 65,277 -1,600 -2.4% 2.91% $3.5M 2025-01-28 $52.97
2024 Q3 REDUCED 66,877 -700 -1.0% 1.23% $3.1M 2024-11-04 $49.61
2024 Q2 REDUCED 67,577 -70 -0.1% 2.14% $2.9M 2024-08-05 $38.82
2024 Q1 REDUCED 67,647 -25 -0.0% 1.96% $2.6M 2024-05-02 $35.86
2023 Q4 REDUCED 67,672 -2,405 -3.4% 2.07% $2.4M 2024-02-14 $30.36
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Slocum, Gordon & Co LLP and WMB

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

How long has Slocum, Gordon & Co LLP reported owning WMB?

Slocum, Gordon & Co LLP reported WMB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WMB position in Slocum, Gordon & Co LLP's portfolio?

The largest reported portfolio weight for WMB was 3.12% in 2025 Q2.

What is the latest reported WMB position on this page?

The most recent filing on this page is 2025 Q4, when Slocum, Gordon & Co LLP reported 39,005 shares, equal to 1.70% of portfolio, with an estimated market value of $2.3M.

What does the chart on this WMB ownership page compare?

The chart compares Slocum, Gordon & Co LLP'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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