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Compass Planning Associates’s Williams Companies WMB Stock Holding History

Compass Planning 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
2025
Q3 		– Sell
-546
Closed -$34.3K – 122
2025
Q2 		$34.3K Hold
546
– – 0.03% 65
2025
Q1 		$32.6K Hold
546
– – 0.03% 68
2024
Q4 		$29.5K Buy
+546
New +$29.4K 0.03% 73

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

Compass Planning Associates's WMB Position: Q3 2025 in Review

Compass Planning Associates sold out of Williams Companies (WMB) in Q3 2025, closing a stake of 546 shares — an estimated $34.3K sold.

Compass Planning Associates first reported a position in WMB in Q4 2024 and held it in 3 quarters. The position peaked at $34.3K in Q2 2025. 1,613 funds tracked by Wall St. Rank hold WMB as of Q3 2025.

  • Compass Planning Associates reported no remaining Williams Companies position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 546 Williams Companies shares in Q3 2025, an estimated $34.3K.
  • Compass Planning Associates first reported a position in Williams Companies in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's Williams Companies position peaked at $34.3K in Q2 2025.
  • 1,613 funds tracked by Wall St. Rank held Williams Companies as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.