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Beverly Hills Private Wealth’s Williams Companies WMB Stock Holding History

Beverly Hills Private Wealth’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
-4,812
Closed -$302K – 368
2025
Q2 		$302K Sell
4,812
-229
-5% -$13.5K 0.06% 264
2025
Q1 		$301K Sell
5,041
-120
-2% -$6.87K 0.06% 264
2024
Q4 		$279K Sell
5,161
-644
-11% -$34.7K 0.06% 267
2024
Q3 		$265K Sell
5,805
-2,679
-32% -$118K 0.05% 285
2024
Q2 		$361K Sell
8,484
-885
-9% -$35.5K 0.08% 243
2024
Q1 		$365K Sell
9,369
-442
-5% -$15.7K 0.08% 247
2023
Q4 		$342K Buy
9,811
+105
+1% +$3.69K 0.09% 231
2023
Q3 		$327K Buy
9,706
+1,354
+16% +$46.2K 0.1% 218
2023
Q2 		$287K Buy
+8,352
New +$251K 0.05% 285

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

Beverly Hills Private Wealth's WMB Position: Q3 2025 in Review

Beverly Hills Private Wealth sold out of Williams Companies (WMB) in Q3 2025, closing a stake of 4,812 shares — an estimated $302K sold.

Beverly Hills Private Wealth first reported a position in WMB in Q2 2023 and held it in 9 quarters. The position peaked at $365K in Q1 2024. 1,612 funds tracked by Wall St. Rank hold WMB as of Q3 2025.

  • Beverly Hills Private Wealth reported no remaining Williams Companies position as of Q3 2025 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 4,812 Williams Companies shares in Q3 2025, an estimated $302K.
  • Beverly Hills Private Wealth first reported a position in Williams Companies in Q2 2023 and held it in 9 quarters.
  • Beverly Hills Private Wealth's Williams Companies position peaked at $365K in Q1 2024.
  • 1,612 funds tracked by Wall St. Rank held Williams Companies as of Q3 2025.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2025, filed 10 Nov 2025.