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Axiom Advisory’s Williams Companies WMB Stock Holding History

Axiom Advisory’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
2024
Q3 		$876K Buy
19,907
+498
+3% +$21.9K 0.01% 173
2024
Q2 		$779K Buy
+19,409
New +$779K 0.01% 174

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Axiom Advisory's WMB Position: Q3 2024 in Review

Axiom Advisory increased its Williams Companies (WMB) stake by 2.6% in Q3 2024, buying an estimated $21.9K and bringing the position to 19,907 shares worth $876K. The position accounts for 0.01% of the portfolio, ranked #173.

Axiom Advisory first reported a position in WMB in Q2 2024 and has held it in 2 quarters since. 1,341 funds tracked by Wall St. Rank hold WMB as of Q3 2024.

  • Axiom Advisory held 19,907 shares of Williams Companies worth $876K as of Q3 2024.
  • Axiom Advisory bought 498 Williams Companies shares in Q3 2024, an estimated $21.9K.
  • Williams Companies made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #173 holding.
  • Axiom Advisory first reported a position in Williams Companies in Q2 2024 and has held it in 2 quarters since.
  • 1,341 funds tracked by Wall St. Rank held Williams Companies as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.