Bear Mountain Capital’s Williams Companies WMB Stock Holding History

Bear Mountain Capital’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	–	Sell	-10	Closed	-$617	–	341
2025 Q1	$617	Buy	+10	New	+$572	﹤0.01%	220

Other funds holding WMB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bear Mountain Capital's WMB Position: Q2 2025 in Review

Bear Mountain Capital sold out of Williams Companies (WMB) in Q2 2025, closing a stake of 10 shares — an estimated $617 sold.

Bear Mountain Capital first reported a position in WMB in Q1 2025 and held it in 1 quarter. The position peaked at $617 in Q1 2025. 1,630 funds tracked by Wall St. Rank hold WMB as of Q2 2025.

Bear Mountain Capital reported no remaining Williams Companies position as of Q2 2025 after selling out during the quarter.
Bear Mountain Capital sold 10 Williams Companies shares in Q2 2025, an estimated $617.
Bear Mountain Capital first reported a position in Williams Companies in Q1 2025 and held it in 1 quarter.
Bear Mountain Capital's Williams Companies position peaked at $617 in Q1 2025.
1,630 funds tracked by Wall St. Rank held Williams Companies as of Q2 2025.

Based on Bear Mountain Capital's 13F filing for Q2 2025, filed 23 Jul 2025.