WMB — Williams Cos Inc

Ownership history in WALNUT PRIVATE EQUITY PARTNERS, LLC  ·  48 quarters on record

AI Ownership Summary

WALNUT PRIVATE EQUITY PARTNERS, LLC reported Williams Cos Inc (WMB) in 48 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 17.37% in 2025 Q2. The latest visible filing shows WMB at 16.91% 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 WALNUT PRIVATE EQUITY PARTNERS, LLC'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 16.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
17.37% 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.

WMB stock page WALNUT PRIVATE EQUITY PARTNERS, LLC fund profile WALNUT PRIVATE EQUITY PARTNERS, LLC full holdings
How WALNUT PRIVATE EQUITY PARTNERS, LLC 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 Q4 ADDED 483,499 +1,610 +0.3% 16.91% $29.1M 2026-02-14 (Est.) $71.76
2025 Q3 ADDED 481,889 +8,489 +1.8% 17.29% $30.5M 2025-10-09 $62.14
2025 Q2 ADDED 473,400 +577 +0.1% 17.37% $29.7M 2025-07-07 $57.10
2025 Q1 REDUCED 472,823 -16,450 -3.4% 15.48% $28.3M 2025-04-07 $53.11
2024 Q3 REDUCED 489,273 -2,852 -0.6% 13.32% $22.4M 2024-10-07 $47.27
2024 Q2 REDUCED 492,125 -1,820 -0.4% 13.28% $20.9M 2024-07-02 $39.82
2024 Q1 ADDED 493,945 +13,000 +2.7% 12.24% $19.2M 2024-04-08 $36.25
2023 Q4 ADDED 480,945 +1,000 +0.2% 11.56% $16.8M 2024-01-24 $31.26
40 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WMB

As of 2026 Q1 — sorted by position size

Asset Management Advisors, LLC 3Y 7Y 7.64% Ausbil Investment Management Ltd 3Y 5.0% Signature Wealth Management Group 3Y 7Y 2.31% RoundAngle Advisors LLC 1.96% G&S Capital LLC 3Y 7Y 1.02% CENTRAL BANK & TRUST CO 3Y 7Y 0.97% Cadent Capital Advisors, LLC 3Y 0.81% Miller Global Investments, LLC 0.76% Heritage Family Offices, LLP 0.61% First County Bank /CT/ 0.59%

FAQ About WALNUT PRIVATE EQUITY PARTNERS, LLC and WMB

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

How long has WALNUT PRIVATE EQUITY PARTNERS, LLC reported owning WMB?

WALNUT PRIVATE EQUITY PARTNERS, LLC reported WMB across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WMB position in WALNUT PRIVATE EQUITY PARTNERS, LLC's portfolio?

The largest reported portfolio weight for WMB was 17.37% in 2025 Q2.

What is the latest reported WMB position on this page?

The most recent filing on this page is 2025 Q4, when WALNUT PRIVATE EQUITY PARTNERS, LLC reported 483,499 shares, equal to 16.91% of portfolio, with an estimated market value of $29.1M.

What does the chart on this WMB ownership page compare?

The chart compares WALNUT PRIVATE EQUITY PARTNERS, LLC'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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