EHWM
WMB icon

Eads & Heald Wealth Management’s Williams Companies WMB Stock Holding History

Eads & Heald 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
Q3 		– Sell
-3,982
Closed -$250K – 142
2025
Q2 		$250K Sell
3,982
-1,020
-20% -$60.2K 0.12% 129
2025
Q1 		$299K Sell
5,002
-487
-9% -$27.9K 0.15% 123
2024
Q4 		$297K Sell
5,489
-280
-5% -$15.1K 0.15% 125
2024
Q3 		$263K Sell
5,769
-8
-0.1% -$352 0.12% 132
2024
Q2 		$246K Sell
5,777
-430
-7% -$17.2K 0.12% 131
2024
Q1 		$242K Sell
6,207
-1,552
-20% -$55.1K 0.11% 129
2023
Q4 		$270K Buy
7,759
+815
+12% +$28.6K 0.13% 129
2023
Q3 		$234K Sell
6,944
-767
-10% -$26.2K 0.12% 132
2023
Q2 		$252K Buy
7,711
+190
+3% +$5.7K 0.12% 132
2023
Q1 		$225K Sell
7,521
-16
-0.2% -$494 0.11% 138
2022
Q4 		$248K Buy
7,537
+112
+2% +$3.65K 0.13% 135
2022
Q3 		$213K Hold
7,425
– – 0.12% 135
2022
Q2 		$232K Buy
7,425
+475
+7% +$16.4K 0.12% 143
2022
Q1 		$232K Buy
+6,950
New +$212K 0.11% 140

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 $3.38T AUM 44.17% 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 $39B AUM 18.55% 1-Year Est. Return

Eads & Heald Wealth Management's WMB Position: Q3 2025 in Review

Eads & Heald Wealth Management sold out of Williams Companies (WMB) in Q3 2025, closing a stake of 3,982 shares — an estimated $250K sold.

Eads & Heald Wealth Management first reported a position in WMB in Q1 2022 and held it in 14 quarters. The position peaked at $299K in Q1 2025. 1,612 funds tracked by Wall St. Rank hold WMB as of Q3 2025.

  • Eads & Heald Wealth Management reported no remaining Williams Companies position as of Q3 2025 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 3,982 Williams Companies shares in Q3 2025, an estimated $250K.
  • Eads & Heald Wealth Management first reported a position in Williams Companies in Q1 2022 and held it in 14 quarters.
  • Eads & Heald Wealth Management's Williams Companies position peaked at $299K in Q1 2025.
  • 1,612 funds tracked by Wall St. Rank held Williams Companies as of Q3 2025.

Based on Eads & Heald Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.