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Berry Wealth Group’s Williams Companies WMB Stock Holding History

Berry Wealth Group’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
-5,847
Closed -$367K – 104
2025
Q2 		$367K Buy
5,847
+618
+12% +$36.5K 0.26% 55
2025
Q1 		$312K Sell
5,229
-547
-9% -$31.3K 0.24% 59
2024
Q4 		$313K Buy
5,776
+77
+1% +$4.15K 0.23% 56
2024
Q3 		$260K Sell
5,699
-98
-2% -$4.31K 0.19% 73
2024
Q2 		$246K Buy
+5,797
New +$233K 0.2% 63

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

Berry Wealth Group's WMB Position: Q3 2025 in Review

Berry Wealth Group sold out of Williams Companies (WMB) in Q3 2025, closing a stake of 5,847 shares — an estimated $367K sold.

Berry Wealth Group first reported a position in WMB in Q2 2024 and held it in 5 quarters. The position peaked at $367K in Q2 2025. 1,612 funds tracked by Wall St. Rank hold WMB as of Q3 2025.

  • Berry Wealth Group reported no remaining Williams Companies position as of Q3 2025 after selling out during the quarter.
  • Berry Wealth Group sold 5,847 Williams Companies shares in Q3 2025, an estimated $367K.
  • Berry Wealth Group first reported a position in Williams Companies in Q2 2024 and held it in 5 quarters.
  • Berry Wealth Group's Williams Companies position peaked at $367K in Q2 2025.
  • 1,612 funds tracked by Wall St. Rank held Williams Companies as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.