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Beacon Capital Management LLC (Tennessee)’s Williams Companies WMB Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 		– Sell
-1,500
Closed -$94.2K – 1021
2025
Q2 		$94.2K Buy
1,500
+152
+11% +$8.97K 0.01% 221
2025
Q1 		$80.6K Buy
1,348
+9
+0.7% +$515 0.01% 234
2024
Q4 		$72.5K Sell
1,339
-781
-37% -$42.1K 0.01% 241
2024
Q3 		$96.8K Buy
2,120
+585
+38% +$25.7K 0.01% 200
2024
Q2 		$65.2K Buy
1,535
+137
+10% +$5.5K 0.01% 243
2024
Q1 		$54.5K Buy
1,398
+529
+61% +$18.8K 0.01% 280
2023
Q4 		$29.3K Hold
869
– – 0.01% 320
2023
Q3 		$28.4K Hold
869
– – 0.01% 347
2023
Q2 		$28.4K Buy
869
+234
+37% +$7.02K 0.01% 347
2023
Q1 		$19K Sell
635
-347
-35% -$10.7K 0.01% 371
2022
Q4 		$32.3K Sell
982
-1,823
-65% -$59.3K 0.01% 288
2022
Q3 		$87K Sell
2,805
-353
-11% -$11.5K 0.03% 155
2022
Q2 		$106K Hold
3,158
– – 0.03% 150
2022
Q1 		$106K Buy
+3,158
New +$96.5K 0.03% 150

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s WMB Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Williams Companies (WMB) in Q3 2025, closing a stake of 1,500 shares — an estimated $94.2K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in WMB in Q1 2022 and held it in 14 quarters. The position peaked at $106K in Q2 2022. 1,612 funds tracked by Wall St. Rank hold WMB as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Williams Companies position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 1,500 Williams Companies shares in Q3 2025, an estimated $94.2K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Williams Companies in Q1 2022 and held it in 14 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Williams Companies position peaked at $106K in Q2 2022.
  • 1,612 funds tracked by Wall St. Rank held Williams Companies as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.