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Avantax Advisory Services’s Williams Companies WMB Stock Holding History

Avantax Advisory Services’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 		$5.25M Buy
83,512
+6,154
+8% +$363K 0.03% 439
2025
Q1 		$4.62M Buy
77,358
+4,618
+6% +$264K 0.03% 438
2024
Q4 		$3.94M Sell
72,740
-25,094
-26% -$1.35M 0.02% 470
2024
Q3 		$4.47M Buy
97,834
+3,477
+4% +$153K 0.03% 416
2024
Q2 		$4.01M Buy
94,357
+62,800
+199% +$2.52M 0.03% 436
2024
Q1 		$1.23M Buy
31,557
+2,666
+9% +$94.7K 0.01% 680
2023
Q4 		$1.01M Buy
28,891
+10,045
+53% +$353K 0.01% 708
2023
Q3 		$635K Buy
18,846
+2,219
+13% +$75.7K 0.01% 848
2023
Q2 		$543K Buy
16,627
+26
+0.2% +$780 0.01% 909
2023
Q1 		$496K Sell
16,601
-482
-3% -$14.9K 0.01% 918
2022
Q4 		$562K Sell
17,083
-528
-3% -$17.2K 0.01% 811
2022
Q3 		$504K Sell
17,611
-3,676
-17% -$120K 0.01% 773
2022
Q2 		$664K Sell
21,287
-1,016
-5% -$35.1K 0.01% 670
2022
Q1 		$750K Buy
22,303
+5,668
+34% +$173K 0.01% 640
2021
Q4 		$433K Buy
16,635
+1,911
+13% +$52.8K 0.01% 812
2021
Q3 		$385K Buy
14,724
+1,413
+11% +$35.6K 0.01% 816
2021
Q2 		$358K Buy
13,311
+3,536
+36% +$90.5K 0.01% 835
2021
Q1 		$230K Buy
+9,775
New +$222K ﹤0.01% 914
2020
Q4 		– Sell
-11,863
Closed -$234K – 1364
2020
Q3 		$234K Buy
+11,863
New +$242K ﹤0.01% 1148
2020
Q1 		– Sell
-15,519
Closed -$368K – 903
2019
Q4 		$368K Buy
15,519
+431
+3% +$9.87K 0.01% 568
2019
Q3 		$364K Buy
15,088
+4,850
+47% +$122K 0.01% 386
2019
Q2 		$287K Sell
10,238
-3,028
-23% -$84.1K 0.01% 406
2019
Q1 		$381K Buy
13,266
+301
+2% +$8.07K 0.02% 311
2018
Q4 		$286K Buy
+12,965
New +$324K 0.05% 304

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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Avantax Advisory Services's WMB Position: Q2 2025 in Review

Avantax Advisory Services increased its Williams Companies (WMB) stake by 8% in Q2 2025, buying an estimated $363K and bringing the position to 83,512 shares worth $5.25M. The position accounts for 0.03% of the portfolio, ranked #439.

Avantax Advisory Services first reported a position in WMB in Q4 2018 and has held it in 24 quarters since. 1,630 funds tracked by Wall St. Rank hold WMB as of Q2 2025.

  • Avantax Advisory Services held 83,512 shares of Williams Companies worth $5.25M as of Q2 2025.
  • Avantax Advisory Services bought 6,154 Williams Companies shares in Q2 2025, an estimated $363K.
  • Williams Companies made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #439 holding.
  • Avantax Advisory Services first reported a position in Williams Companies in Q4 2018 and has held it in 24 quarters since.
  • 1,630 funds tracked by Wall St. Rank held Williams Companies as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.