44 Wealth Management’s Williams Companies WMB Stock Holding History

44 Wealth Management’s Portfolio WMB Stock Details WMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-9,037	Closed	-$540K	–	205
2025 Q1	$540K	Sell	9,037 -4,100	-31%	-$235K	0.2%	127
2024 Q4	$711K	Sell	13,137 -732	-5%	-$39.4K	0.27%	104
2024 Q3	$725K	Buy	+13,869	New	+$610K	0.26%	110
2023 Q2	$992K	Buy	30,401 +3,149	+12%	+$94.5K	0.34%	72
2023 Q1	$814K	Buy	27,252 +3,243	+14%	+$100K	0.28%	80
2022 Q4	$790K	Sell	24,009 -187	-0.8%	-$6.09K	0.27%	86
2022 Q3	$693K	Sell	24,196 -3,188	-12%	-$104K	0.29%	85
2022 Q2	$855K	Buy	27,384 +71	+0.3%	+$2.45K	0.33%	78
2022 Q1	$913K	Buy	27,313 +17,401	+176%	+$532K	0.33%	83
2021 Q4	$258K	Sell	9,912 -4,009	-29%	-$111K	0.09%	159
2021 Q3	$361K	Sell	13,921 -77	-0.6%	-$1.94K	0.14%	125
2021 Q2	$372K	Sell	13,998 -4,009	-22%	-$103K	0.14%	128
2021 Q1	$427K	Sell	18,007 -3,831	-18%	-$87K	0.18%	112
2020 Q4	$438K	Buy	+21,838	New	+$443K	0.2%	104

Other funds holding WMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

44 Wealth Management's WMB Position: Q2 2025 in Review

44 Wealth Management sold out of Williams Companies (WMB) in Q2 2025, closing a stake of 9,037 shares — an estimated $540K sold.

44 Wealth Management first reported a position in WMB in Q4 2020 and held it in 14 quarters. The position peaked at $992K in Q2 2023. 1,630 funds tracked by Wall St. Rank hold WMB as of Q2 2025.

44 Wealth Management reported no remaining Williams Companies position as of Q2 2025 after selling out during the quarter.
44 Wealth Management sold 9,037 Williams Companies shares in Q2 2025, an estimated $540K.
44 Wealth Management first reported a position in Williams Companies in Q4 2020 and held it in 14 quarters.
44 Wealth Management's Williams Companies position peaked at $992K in Q2 2023.
1,630 funds tracked by Wall St. Rank held Williams Companies as of Q2 2025.

Based on 44 Wealth Management's 13F filing for Q2 2025, filed 15 Aug 2025.