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Affinity Investment Advisors’s Williams Companies WMB Stock Holding History

Affinity Investment Advisors’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
Q4 		– Sell
-5,490
Closed -$348K – 154
2025
Q3 		$348K Buy
5,490
+408
+8% +$23.9K 0.24% 100
2025
Q2 		$319K Sell
5,082
-1,684
-25% -$99.4K 0.24% 101
2025
Q1 		$404K Buy
6,766
+1,072
+19% +$61.4K 0.33% 92
2024
Q4 		$308K Buy
+5,694
New +$307K 0.26% 104

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Affinity Investment Advisors's WMB Position: Q4 2025 in Review

Affinity Investment Advisors sold out of Williams Companies (WMB) in Q4 2025, closing a stake of 5,490 shares — an estimated $348K sold.

Affinity Investment Advisors first reported a position in WMB in Q4 2024 and held it in 4 quarters. The position peaked at $404K in Q1 2025. 1,697 funds tracked by Wall St. Rank hold WMB as of Q4 2025.

  • Affinity Investment Advisors reported no remaining Williams Companies position as of Q4 2025 after selling out during the quarter.
  • Affinity Investment Advisors sold 5,490 Williams Companies shares in Q4 2025, an estimated $348K.
  • Affinity Investment Advisors first reported a position in Williams Companies in Q4 2024 and held it in 4 quarters.
  • Affinity Investment Advisors's Williams Companies position peaked at $404K in Q1 2025.
  • 1,697 funds tracked by Wall St. Rank held Williams Companies as of Q4 2025.

Based on Affinity Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.