BI
WMB icon

Bramshill Investments’s Williams Companies WMB Stock Holding History

Bramshill Investments’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
-28,167
Closed -$1.77M – 171
2025
Q2 		$1.77M Sell
28,167
-36
-0.1% -$2.13K 0.19% 22
2025
Q1 		$1.69M Buy
28,203
+30
+0.1% +$1.72K 0.17% 28
2024
Q4 		$1.52M Buy
+28,173
New +$1.52M 0.24% 27
2023
Q3 		– Sell
-68,898
Closed -$2.25M – 162
2023
Q2 		$2.25M Hold
68,898
– – 0.2% 49
2023
Q1 		$2.06M Hold
68,898
– – 0.25% 48
2022
Q4 		$2.27M Hold
68,898
– – 0.27% 51
2022
Q3 		$1.97M Buy
68,898
+6,191
+10% +$202K 0.28% 54
2022
Q2 		$1.96M Buy
62,707
+37,140
+145% +$1.28M 0.23% 53
2022
Q1 		$854K Sell
25,567
-51,956
-67% -$1.59M 0.12% 91
2021
Q4 		$2.02M Sell
77,523
-158
-0.2% -$4.37K 0.2% 51
2021
Q3 		$2.02M Buy
77,681
+5,302
+7% +$134K 0.17% 55
2021
Q2 		$1.92M Buy
72,379
+7,388
+11% +$189K 0.15% 58
2021
Q1 		$1.54M Buy
64,991
+9,021
+16% +$205K 0.1% 98
2020
Q4 		$1.12M Sell
55,970
-340
-0.6% -$6.89K 0.08% 83
2020
Q3 		$1.11M Buy
56,310
+1,378
+3% +$28.1K 0.15% 44
2020
Q2 		$1.04M Buy
54,932
+859
+2% +$16K 0.17% 51
2020
Q1 		$765K Sell
54,073
-557
-1% -$10.8K 0.14% 72
2019
Q4 		$1.3M Hold
54,630
– – 0.27% 51
2019
Q3 		$1.31M Hold
54,630
– – 0.29% 46
2019
Q2 		$1.53M Buy
54,630
+28,240
+107% +$785K 0.21% 35
2019
Q1 		$758K Buy
+26,390
New +$707K 0.13% 74

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 $3.37T AUM 44.26% 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 $32.9B AUM 23.66% 1-Year Est. Return

Bramshill Investments's WMB Position: Q3 2025 in Review

Bramshill Investments sold out of Williams Companies (WMB) in Q3 2025, closing a stake of 28,167 shares — an estimated $1.77M sold.

Bramshill Investments first reported a position in WMB in Q1 2019 and held it in 21 quarters. The position peaked at $2.27M in Q4 2022. 1,613 funds tracked by Wall St. Rank hold WMB as of Q3 2025.

  • Bramshill Investments reported no remaining Williams Companies position as of Q3 2025 after selling out during the quarter.
  • Bramshill Investments sold 28,167 Williams Companies shares in Q3 2025, an estimated $1.77M.
  • Bramshill Investments first reported a position in Williams Companies in Q1 2019 and held it in 21 quarters.
  • Bramshill Investments's Williams Companies position peaked at $2.27M in Q4 2022.
  • 1,613 funds tracked by Wall St. Rank held Williams Companies as of Q3 2025.

Based on Bramshill Investments's 13F filing for Q3 2025, filed 14 Nov 2025.