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Bellwether Advisors’s Williams Companies WMB Stock Holding History

Bellwether Advisors’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
-2,132
Closed -$134K – 577
2025
Q2 		$134K Hold
2,132
– – 0.02% 151
2025
Q1 		$127K Hold
2,132
– – 0.03% 152
2024
Q4 		$115K Buy
+2,132
New +$115K 0.02% 166
2022
Q4 		– Sell
-75,457
Closed -$2.16M – 576
2022
Q3 		$2.16M Sell
75,457
-64,507
-46% -$2.1M 0.71% 35
2022
Q2 		$4.37M Buy
139,964
+139,848
+120,559% +$4.83M 1.4% 17
2022
Q1 		$3K Sell
116
-53,228
-100% -$1.63M ﹤0.01% 432
2021
Q4 		$1.39M Buy
53,344
+12,201
+30% +$337K 0.43% 45
2021
Q3 		$1.07M Buy
+41,143
New +$1.04M 0.36% 61

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Bellwether Advisors's WMB Position: Q3 2025 in Review

Bellwether Advisors sold out of Williams Companies (WMB) in Q3 2025, closing a stake of 2,132 shares — an estimated $134K sold.

Bellwether Advisors first reported a position in WMB in Q3 2021 and held it in 8 quarters. The position peaked at $4.37M in Q2 2022. 1,610 funds tracked by Wall St. Rank hold WMB as of Q3 2025.

  • Bellwether Advisors reported no remaining Williams Companies position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 2,132 Williams Companies shares in Q3 2025, an estimated $134K.
  • Bellwether Advisors first reported a position in Williams Companies in Q3 2021 and held it in 8 quarters.
  • Bellwether Advisors's Williams Companies position peaked at $4.37M in Q2 2022.
  • 1,610 funds tracked by Wall St. Rank held Williams Companies as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.