AllSquare Wealth Management’s Williams Companies WMB Stock Holding History

AllSquare 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 Q3	$15.8K	Hold	250	–	–	0.01%	344
2025 Q2	$15.7K	Sell	250 -250	-50%	-$14.8K	0.01%	342
2025 Q1	$29.9K	Sell	500 -200	-29%	-$11.4K	0.02%	266
2024 Q4	$37.9K	Sell	700 -500	-42%	-$26.9K	0.02%	237
2024 Q3	$54.8K	Hold	1,200	–	–	0.03%	204
2024 Q2	$51K	Hold	1,200	–	–	0.03%	204
2024 Q1	$46.8K	Hold	1,200	–	–	0.03%	220
2023 Q4	$41.8K	Hold	1,200	–	–	0.03%	227
2023 Q3	$40.4K	Hold	1,200	–	–	0.03%	222
2023 Q2	$34.3K	Hold	1,200	–	–	0.02%	250
2023 Q1	$35.8K	Hold	1,200	–	–	0.02%	248
2022 Q4	$39.5K	Hold	1,200	–	–	0.03%	222
2022 Q3	$34K	Sell	1,200 -753	-39%	-$24.5K	0.02%	231
2022 Q2	$61K	Hold	1,953	–	–	0.04%	180
2022 Q1	$65K	Buy	1,953 +94	+5%	+$2.87K	0.04%	188
2021 Q4	$48K	Buy	1,859 +280	+18%	+$7.74K	0.03%	226
2021 Q3	$41K	Buy	1,579 +500	+46%	+$12.6K	0.02%	245
2021 Q2	$29K	Buy	1,079 +300	+39%	+$7.68K	0.02%	295
2021 Q1	$18K	Hold	779	–	–	0.01%	323
2020 Q4	$16K	Hold	779	–	–	0.01%	310
2020 Q3	$15K	Buy	+779	New	+$15.9K	0.01%	295

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

AllSquare Wealth Management's WMB Position: Q3 2025 in Review

AllSquare Wealth Management held its Williams Companies (WMB) position steady in Q3 2025 at 250 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #344.

AllSquare Wealth Management first reported a position in WMB in Q3 2020 and has held it in 21 quarters since. The position peaked at $65K in Q1 2022. 1,610 funds tracked by Wall St. Rank hold WMB as of Q3 2025.

AllSquare Wealth Management held 250 shares of Williams Companies worth $15.8K as of Q3 2025.
AllSquare Wealth Management left its Williams Companies share count unchanged in Q3 2025.
Williams Companies made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #344 holding.
AllSquare Wealth Management first reported a position in Williams Companies in Q3 2020 and has held it in 21 quarters since.
AllSquare Wealth Management's Williams Companies position peaked at $65K in Q1 2022.
1,610 funds tracked by Wall St. Rank held Williams Companies as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.