DF
WMB icon

Donoghue Forlines’s Williams Companies WMB Stock Holding History

Donoghue Forlines’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
-27,881
Closed -$1.51M – 149
2024
Q4 		$1.51M Sell
27,881
-51,031
-65% -$2.75M 0.5% 71
2024
Q3 		$3.6M Buy
78,912
+46,042
+140% +$2.02M 1.03% 15
2024
Q2 		$1.4M Sell
32,870
-2,659
-7% -$107K 0.4% 70
2024
Q1 		$1.38M Buy
35,529
+16,756
+89% +$595K 0.39% 77
2023
Q4 		$654K Sell
18,773
-375
-2% -$13.2K 0.2% 125
2023
Q3 		$645K Sell
19,148
-292
-2% -$9.96K 0.23% 140
2023
Q2 		$634K Sell
19,440
-5,857
-23% -$176K 0.2% 107
2023
Q1 		$755K Sell
25,297
-374
-1% -$11.6K 0.27% 105
2022
Q4 		$845K Buy
25,671
+12,508
+95% +$407K 0.3% 121
2022
Q3 		$377K Sell
13,163
-18,615
-59% -$606K 0.14% 147
2022
Q2 		$992K Sell
31,778
-8,269
-21% -$285K 0.26% 91
2022
Q1 		$1.34M Sell
40,047
-33,909
-46% -$1.04M 0.29% 82
2021
Q4 		$1.93M Buy
73,956
+28,300
+62% +$782K 0.33% 57
2021
Q3 		$1.18M Buy
45,656
+660
+1% +$16.6K 0.23% 93
2021
Q2 		$1.2M Sell
44,996
-5,259
-10% -$135K 0.22% 103
2021
Q1 		$1.19M Sell
50,255
-369
-0.7% -$8.38K 0.23% 121
2020
Q4 		$1.01M Buy
+50,624
New +$1.03M 0.2% 150
2020
Q3 		– Sell
-76,917
Closed -$1.46M – 145
2020
Q2 		$1.46M Buy
+76,917
New +$1.43M 0.38% 38
2019
Q2 		– Sell
-98,252
Closed -$2.82M – 217
2019
Q1 		$2.82M Buy
+98,252
New +$2.63M 0.28% 34
2018
Q4 		– Sell
-484,052
Closed -$13.2M – 155
2018
Q3 		$13.2M Sell
484,052
-136,645
-22% -$3.96M 1.03% 46
2018
Q2 		$16.8M Sell
620,697
-18,404
-3% -$485K 1.39% 19
2018
Q1 		$15.9M Buy
639,101
+15,063
+2% +$444K 1.38% 49
2017
Q4 		$19M Buy
624,038
+79,834
+15% +$2.32M 1.44% 18
2017
Q3 		$16.3M Sell
544,204
-11,639
-2% -$354K 1.72% 38
2017
Q2 		$16.8M Buy
+555,843
New +$16.6M 1.91% 8

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 $1.37T AUM 24.88% 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 $535B AUM 26.23% 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 $25.6B AUM 26.83% 1-Year Est. Return

Donoghue Forlines's WMB Position: Q1 2025 in Review

Donoghue Forlines sold out of Williams Companies (WMB) in Q1 2025, closing a stake of 27,881 shares — an estimated $1.51M sold.

Donoghue Forlines first reported a position in WMB in Q2 2017 and held it in 25 quarters. The position peaked at $19M in Q4 2017. 1,569 funds tracked by Wall St. Rank hold WMB as of Q1 2025.

  • Donoghue Forlines reported no remaining Williams Companies position as of Q1 2025 after selling out during the quarter.
  • Donoghue Forlines sold 27,881 Williams Companies shares in Q1 2025, an estimated $1.51M.
  • Donoghue Forlines first reported a position in Williams Companies in Q2 2017 and held it in 25 quarters.
  • Donoghue Forlines's Williams Companies position peaked at $19M in Q4 2017.
  • 1,569 funds tracked by Wall St. Rank held Williams Companies as of Q1 2025.

Based on Donoghue Forlines's 13F filing for Q1 2025, filed 12 May 2025.