DA
WMB icon

DCM Advisors’s Williams Companies WMB Stock Holding History

DCM Advisors’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
Q1 		– Sell
-10,457
Closed -$364K – 113
2023
Q4 		$364K Buy
+10,457
New +$367K 0.13% 92
2022
Q4 		– Sell
-22,101
Closed -$633K – 171
2022
Q3 		$633K Sell
22,101
-17,773
-45% -$579K 0.32% 79
2022
Q2 		$1.24M Sell
39,874
-5,673
-12% -$196K 0.54% 49
2022
Q1 		$1.52M Buy
45,547
+2,467
+6% +$75.4K 0.54% 50
2021
Q4 		$1.12M Buy
43,080
+9,407
+28% +$260K 0.33% 77
2021
Q3 		$873K Sell
33,673
-15,485
-32% -$390K 0.34% 85
2021
Q2 		$1.3M Buy
49,158
+870
+2% +$22.3K 0.74% 39
2021
Q1 		$1.14M Buy
48,288
+28,288
+141% +$643K 0.67% 47
2020
Q4 		$401K Buy
+20,000
New +$405K 0.23% 114

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

DCM Advisors's WMB Position: Q1 2024 in Review

DCM Advisors sold out of Williams Companies (WMB) in Q1 2024, closing a stake of 10,457 shares — an estimated $364K sold.

DCM Advisors first reported a position in WMB in Q4 2020 and held it in 9 quarters. The position peaked at $1.52M in Q1 2022. 1,248 funds tracked by Wall St. Rank hold WMB as of Q1 2024.

  • DCM Advisors reported no remaining Williams Companies position as of Q1 2024 after selling out during the quarter.
  • DCM Advisors sold 10,457 Williams Companies shares in Q1 2024, an estimated $364K.
  • DCM Advisors first reported a position in Williams Companies in Q4 2020 and held it in 9 quarters.
  • DCM Advisors's Williams Companies position peaked at $1.52M in Q1 2022.
  • 1,248 funds tracked by Wall St. Rank held Williams Companies as of Q1 2024.

Based on DCM Advisors's 13F filing for Q1 2024, filed 16 May 2024.