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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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 $1.47T AUM 27.86% 1-Year Est. Return

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

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return