WMB β€” WILLIAMS COS INC

Ownership history in WEYBOSSET RESEARCH & MANAGEMENT LLC  Β·  8 quarters on record

AI Ownership Summary

WEYBOSSET RESEARCH & MANAGEMENT LLC reported WILLIAMS COS INC (WMB) in 8 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 4.35% in 2025 Q2. The latest visible filing shows WMB at 3.72% 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 WEYBOSSET RESEARCH & MANAGEMENT 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 3.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.35% 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
2024 Q2 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 WEYBOSSET RESEARCH & MANAGEMENT LLC fund profile WEYBOSSET RESEARCH & MANAGEMENT LLC full holdings
How WEYBOSSET RESEARCH & MANAGEMENT LLC held WMB β€” position size vs. price
% of Fund (quarterly)    WMB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 200,410 -1,335 -0.7% 3.72% $12.0M 2026-02-14 (Est.) $71.76
2025 Q3 ADDED 201,745 +279 +0.1% 4.13% $12.8M 2025-10-20 $62.10
2025 Q2 REDUCED 201,466 -2,056 -1.0% 4.35% $12.7M 2025-07-11 $56.85
2025 Q1 REDUCED 203,522 -3,064 -1.5% 4.25% $12.2M 2025-04-09 $54.63
2024 Q4 REDUCED 206,586 -633 -0.3% 3.80% $11.2M 2025-01-10 $53.28
2024 Q3 ADDED 207,219 +2,902 +1.4% 3.20% $9.5M 2024-10-02 $45.33
2024 Q2 ADDED 204,317 +190,152 +1342.4% 3.25% $8.7M 2024-07-22 $42.15
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding WMB

As of 2026 Q1 β€” sorted by position size

WALNUT PRIVATE EQUITY PARTNERS, LLC 3Y 7Y 19.26% 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% Signature Wealth Management Group 3Y 7Y 2.31% RoundAngle Advisors LLC 1.96% SHRIER WEALTH MANAGEMENT, LLC 1.9% VIKING FUND MANAGEMENT LLC 3Y 7Y 1.79% HERBST GROUP, LLC 3Y 1.14%

FAQ About WEYBOSSET RESEARCH & MANAGEMENT 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 WEYBOSSET RESEARCH & MANAGEMENT LLC reported owning WMB?

WEYBOSSET RESEARCH & MANAGEMENT LLC reported WMB across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported WMB position in WEYBOSSET RESEARCH & MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for WMB was 4.35% in 2025 Q2.

What is the latest reported WMB position on this page?

The most recent filing on this page is 2025 Q4, when WEYBOSSET RESEARCH & MANAGEMENT LLC reported 200,410 shares, equal to 3.72% of portfolio, with an estimated market value of $12.0M.

What does the chart on this WMB ownership page compare?

The chart compares WEYBOSSET RESEARCH & MANAGEMENT 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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