Arbor Investment Advisors’s Williams Companies WMB Stock Holding History

Arbor 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	-5,000	Closed	-$317K	–	133
2025 Q3	$317K	Buy	+5,000	New	+$293K	0.04%	94
2024 Q4	–	Sell	-5,000	Closed	-$228K	–	125
2024 Q3	$228K	Buy	+5,000	New	+$220K	0.03%	107
2022 Q2	–	Sell	-13,001	Closed	-$434K	–	118
2022 Q1	$434K	Buy	13,001 +3,000	+30%	+$91.7K	0.08%	64
2021 Q4	$260K	Hold	10,001	–	–	0.05%	96
2021 Q3	$259K	Hold	10,001	–	–	0.05%	87
2021 Q2	$266K	Hold	10,001	–	–	0.06%	88
2021 Q1	$237K	Hold	10,001	–	–	0.05%	87
2020 Q4	$201K	Hold	10,001	–	–	0.05%	94
2020 Q3	$197K	Hold	10,001	–	–	0.05%	88
2020 Q2	$190K	Hold	10,001	–	–	0.05%	82
2020 Q1	$142K	Hold	10,001	–	–	0.05%	74
2019 Q4	$237K	Hold	10,001	–	–	0.07%	77
2019 Q3	$241K	Hold	10,001	–	–	0.07%	73
2019 Q2	$280K	Buy	+10,001	New	+$278K	0.09%	66

Other funds holding WMB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Arbor Investment Advisors sold out of Williams Companies (WMB) in Q4 2025, closing a stake of 5,000 shares — an estimated $317K sold.

Arbor Investment Advisors first reported a position in WMB in Q2 2019 and held it in 14 quarters. The position peaked at $434K in Q1 2022. 1,702 funds tracked by Wall St. Rank hold WMB as of Q4 2025.

Arbor Investment Advisors reported no remaining Williams Companies position as of Q4 2025 after selling out during the quarter.
Arbor Investment Advisors sold 5,000 Williams Companies shares in Q4 2025, an estimated $317K.
Arbor Investment Advisors first reported a position in Williams Companies in Q2 2019 and held it in 14 quarters.
Arbor Investment Advisors's Williams Companies position peaked at $434K in Q1 2022.
1,702 funds tracked by Wall St. Rank held Williams Companies as of Q4 2025.

Based on Arbor Investment Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.