CWM
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Crowley Wealth Management’s Williams Companies WMB Stock Holding History

Crowley 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
Q4 		– Sell
-788
Closed -$49.9K – 363
2025
Q3 		$49.9K Hold
788
– – 0.04% 148
2025
Q2 		$49.5K Hold
788
– – 0.05% 144
2025
Q1 		$47.1K Hold
788
– – 0.04% 141
2024
Q4 		$42.6K Buy
+788
New +$42.5K 0.04% 149

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
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
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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Crowley Wealth Management's WMB Position: Q4 2025 in Review

Crowley Wealth Management sold out of Williams Companies (WMB) in Q4 2025, closing a stake of 788 shares — an estimated $49.9K sold.

Crowley Wealth Management first reported a position in WMB in Q4 2024 and held it in 4 quarters. The position peaked at $49.9K in Q3 2025. 1,702 funds tracked by Wall St. Rank hold WMB as of Q4 2025.

  • Crowley Wealth Management reported no remaining Williams Companies position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 788 Williams Companies shares in Q4 2025, an estimated $49.9K.
  • Crowley Wealth Management first reported a position in Williams Companies in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Williams Companies position peaked at $49.9K in Q3 2025.
  • 1,702 funds tracked by Wall St. Rank held Williams Companies as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.