Congress Wealth Management’s Williams Companies WMB Stock Holding History

Congress 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	$18.4M	Buy	293,319 +7,410	+3%	+$437K	0.18%	139
2025 Q1	$17.1M	Buy	285,909 +272,914	+2,100%	+$15.6M	0.2%	126
2024 Q4	$703K	Buy	+12,995	New	+$700K	0.01%	574
2024 Q2	–	Sell	-54,870	Closed	-$2.14M	–	745
2024 Q1	$2.14M	Buy	54,870 +8,513	+18%	+$302K	0.04%	309
2023 Q4	$1.61M	Buy	46,357 +10,192	+28%	+$358K	0.03%	342
2023 Q3	$1.22M	Hold	36,165	–	–	0.03%	354
2023 Q2	$1.18M	Buy	36,165 +3,000	+9%	+$90K	0.03%	326
2023 Q1	$990K	Buy	33,165 +24,760	+295%	+$765K	0.02%	344
2022 Q4	$277K	Buy	8,405 +405	+5%	+$13.2K	0.01%	495
2022 Q3	$229K	Sell	8,000 -2,300	-22%	-$74.9K	0.01%	508
2022 Q2	$322K	Sell	10,300 -24	-0.2%	-$829	0.01%	463
2022 Q1	$345K	Buy	10,324 +85	+0.8%	+$2.6K	0.01%	488
2021 Q4	$266K	Buy	+10,239	New	+$283K	0.01%	558

Other funds holding WMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Congress Wealth Management's WMB Position: Q2 2025 in Review

Congress Wealth Management increased its Williams Companies (WMB) stake by 2.6% in Q2 2025, buying an estimated $437K and bringing the position to 293,319 shares worth $18.4M. The position accounts for 0.18% of the portfolio, ranked #139.

Congress Wealth Management first reported a position in WMB in Q4 2021 and has held it in 13 quarters since. 1,633 funds tracked by Wall St. Rank hold WMB as of Q2 2025.

Congress Wealth Management held 293,319 shares of Williams Companies worth $18.4M as of Q2 2025.
Congress Wealth Management bought 7,410 Williams Companies shares in Q2 2025, an estimated $437K.
Williams Companies made up 0.18% of Congress Wealth Management's portfolio in Q2 2025, its #139 holding.
Congress Wealth Management first reported a position in Williams Companies in Q4 2021 and has held it in 13 quarters since.
1,633 funds tracked by Wall St. Rank held Williams Companies as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.