APW
WMB icon

Austin Private Wealth’s Williams Companies WMB Stock Holding History

Austin Private Wealth’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 		$261K Sell
4,348
-4
-0.1% -$242 0.02% 248
2025
Q3 		$276K Buy
4,352
+25
+0.6% +$1.47K 0.02% 247
2025
Q2 		$272K Buy
4,327
+137
+3% +$8.09K 0.02% 252
2025
Q1 		$250K Buy
4,190
+98
+2% +$5.61K 0.02% 247
2024
Q4 		$221K Buy
+4,092
New +$221K 0.02% 260

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

Austin Private Wealth's WMB Position: Q4 2025 in Review

Austin Private Wealth reduced its Williams Companies (WMB) stake by 0.09% in Q4 2025, selling an estimated $242 and leaving 4,348 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #248.

Austin Private Wealth first reported a position in WMB in Q4 2024 and has held it in 5 quarters since. The position peaked at $276K in Q3 2025. 1,698 funds tracked by Wall St. Rank hold WMB as of Q4 2025.

  • Austin Private Wealth held 4,348 shares of Williams Companies worth $261K as of Q4 2025.
  • Austin Private Wealth sold 4 Williams Companies shares in Q4 2025, an estimated $242.
  • Williams Companies made up 0.02% of Austin Private Wealth's portfolio in Q4 2025, its #248 holding.
  • Austin Private Wealth first reported a position in Williams Companies in Q4 2024 and has held it in 5 quarters since.
  • Austin Private Wealth's Williams Companies position peaked at $276K in Q3 2025.
  • 1,698 funds tracked by Wall St. Rank held Williams Companies as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.