BIG
WMB icon

Brookwood Investment Group’s Williams Companies WMB Stock Holding History

Brookwood Investment 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
Q4 		– Sell
-3,419
Closed -$217K – 573
2025
Q3 		$217K Buy
+3,419
New +$201K 0.03% 442

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Brookwood Investment Group's WMB Position: Q4 2025 in Review

Brookwood Investment Group sold out of Williams Companies (WMB) in Q4 2025, closing a stake of 3,419 shares — an estimated $217K sold.

Brookwood Investment Group first reported a position in WMB in Q3 2025 and held it in 1 quarter. The position peaked at $217K in Q3 2025. 1,702 funds tracked by Wall St. Rank hold WMB as of Q4 2025.

  • Brookwood Investment Group reported no remaining Williams Companies position as of Q4 2025 after selling out during the quarter.
  • Brookwood Investment Group sold 3,419 Williams Companies shares in Q4 2025, an estimated $217K.
  • Brookwood Investment Group first reported a position in Williams Companies in Q3 2025 and held it in 1 quarter.
  • Brookwood Investment Group's Williams Companies position peaked at $217K in Q3 2025.
  • 1,702 funds tracked by Wall St. Rank held Williams Companies as of Q4 2025.

Based on Brookwood Investment Group's 13F filing for Q4 2025, filed 22 Jan 2026.