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Carmichael Hill & Associates’s Williams Companies WMB Stock Holding History

Carmichael Hill & Associates’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
2024
Q3 		$52.5K Buy
1,150
+300
+35% +$13.2K 0.02% 360
2024
Q2 		$36.1K Hold
850
– – 0.01% 389
2024
Q1 		$33.1K Hold
850
– – 0.01% 409
2023
Q4 		$29.6K Hold
850
– – 0.01% 423
2023
Q3 		$28.6K Hold
850
– – 0.01% 418
2023
Q2 		$27.7K Hold
850
– – 0.01% 421
2023
Q1 		$25.4K Hold
850
– – 0.01% 418
2022
Q4 		$28K Hold
850
– – 0.01% 419
2022
Q3 		$24K Buy
+850
New +$27.7K 0.01% 445

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carmichael Hill & Associates's WMB Position: Q3 2024 in Review

Carmichael Hill & Associates increased its Williams Companies (WMB) stake by 35% in Q3 2024, buying an estimated $13.2K and bringing the position to 1,150 shares worth $52.5K. The position accounts for 0.02% of the portfolio, ranked #360.

Carmichael Hill & Associates first reported a position in WMB in Q3 2022 and has held it in 9 quarters since. 1,341 funds tracked by Wall St. Rank hold WMB as of Q3 2024.

  • Carmichael Hill & Associates held 1,150 shares of Williams Companies worth $52.5K as of Q3 2024.
  • Carmichael Hill & Associates bought 300 Williams Companies shares in Q3 2024, an estimated $13.2K.
  • Williams Companies made up 0.02% of Carmichael Hill & Associates's portfolio in Q3 2024, its #360 holding.
  • Carmichael Hill & Associates first reported a position in Williams Companies in Q3 2022 and has held it in 9 quarters since.
  • 1,341 funds tracked by Wall St. Rank held Williams Companies as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.