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CarsonAllaria Wealth Management’s Williams Companies WMB Stock Holding History

CarsonAllaria 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
Q1 		– Sell
-2,293
Closed -$124K – 375
2024
Q4 		$124K Sell
2,293
-3,203
-58% -$173K 0.07% 88
2024
Q3 		$251K Sell
5,496
-944
-15% -$41.5K 0.14% 57
2024
Q2 		$274K Sell
6,440
-1,202
-16% -$48.2K 0.17% 49
2024
Q1 		$298K Sell
7,642
-1,663
-18% -$59.1K 0.19% 46
2023
Q4 		$324K Sell
9,305
-468
-5% -$16.4K 0.23% 44
2023
Q3 		$329K Sell
9,773
-3
-0% -$102 0.27% 43
2023
Q2 		$319K Buy
9,776
+77
+0.8% +$2.31K 0.25% 49
2023
Q1 		$290K Buy
9,699
+5
+0.1% +$154 0.24% 48
2022
Q4 		$319K Buy
9,694
+21
+0.2% +$684 0.28% 44
2022
Q3 		$277K Sell
9,673
-393
-4% -$12.8K 0.26% 49
2022
Q2 		$314K Buy
10,066
+112
+1% +$3.87K 0.29% 43
2022
Q1 		$333K Sell
9,954
-304
-3% -$9.29K 0.3% 43
2021
Q4 		$267K Buy
+10,258
New +$283K 0.24% 51

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

CarsonAllaria Wealth Management's WMB Position: Q1 2025 in Review

CarsonAllaria Wealth Management sold out of Williams Companies (WMB) in Q1 2025, closing a stake of 2,293 shares — an estimated $124K sold.

CarsonAllaria Wealth Management first reported a position in WMB in Q4 2021 and held it in 13 quarters. The position peaked at $333K in Q1 2022. 1,571 funds tracked by Wall St. Rank hold WMB as of Q1 2025.

  • CarsonAllaria Wealth Management reported no remaining Williams Companies position as of Q1 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 2,293 Williams Companies shares in Q1 2025, an estimated $124K.
  • CarsonAllaria Wealth Management first reported a position in Williams Companies in Q4 2021 and held it in 13 quarters.
  • CarsonAllaria Wealth Management's Williams Companies position peaked at $333K in Q1 2022.
  • 1,571 funds tracked by Wall St. Rank held Williams Companies as of Q1 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2025, filed 28 Apr 2025.