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Capital A Wealth Management’s Williams Companies WMB Stock Holding History

Capital A Wealth Management’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
Q2 		– Sell
-24
Closed -$1.43K – 841
2025
Q1 		$1.43K Hold
24
– – ﹤0.01% 498
2024
Q4 		$1.3K Buy
+24
New +$1.29K ﹤0.01% 524

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 $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
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 $1.56T AUM 27.86% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Capital A Wealth Management's WMB Position: Q2 2025 in Review

Capital A Wealth Management sold out of Williams Companies (WMB) in Q2 2025, closing a stake of 24 shares — an estimated $1.43K sold.

Capital A Wealth Management first reported a position in WMB in Q4 2024 and held it in 2 quarters. The position peaked at $1.43K in Q1 2025. 1,631 funds tracked by Wall St. Rank hold WMB as of Q2 2025.

  • Capital A Wealth Management reported no remaining Williams Companies position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 24 Williams Companies shares in Q2 2025, an estimated $1.43K.
  • Capital A Wealth Management first reported a position in Williams Companies in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Williams Companies position peaked at $1.43K in Q1 2025.
  • 1,631 funds tracked by Wall St. Rank held Williams Companies as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.