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Edge Capital Group’s Williams Companies WMB Stock Holding History

Edge Capital Group’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
Q4 		$492K Sell
9,085
-1,534
-14% -$82.7K 0.02% 217
2024
Q3 		$485K Sell
10,619
-345
-3% -$15.2K 0.02% 218
2024
Q2 		$466K Sell
10,964
-646
-6% -$25.9K 0.02% 215
2024
Q1 		$452K Buy
11,610
+535
+5% +$19K 0.02% 214
2023
Q4 		$386K Sell
11,075
-333
-3% -$11.7K 0.02% 225
2023
Q3 		$384K Sell
11,408
-1,068
-9% -$36.4K 0.02% 212
2023
Q2 		$407K Buy
12,476
+29
+0.2% +$870 0.02% 229
2023
Q1 		$372K Buy
12,447
+669
+6% +$20.7K 0.02% 233
2022
Q4 		$387K Sell
11,778
-47
-0.4% -$1.53K 0.03% 215
2022
Q3 		$339K Buy
11,825
+43
+0.4% +$1.4K 0.03% 219
2022
Q2 		$368K Sell
11,782
-1,053
-8% -$36.4K 0.03% 214
2022
Q1 		$429K Sell
12,835
-300
-2% -$9.17K 0.03% 219
2021
Q4 		$342K Buy
13,135
+525
+4% +$14.5K 0.02% 228
2021
Q3 		$327K Buy
12,610
+3,970
+46% +$100K 0.03% 220
2021
Q2 		$229K Hold
8,640
– – 0.02% 247
2021
Q1 		$205K Buy
+8,640
New +$196K 0.02% 267
2020
Q4 		– Sell
-30,925
Closed -$608K – 283
2020
Q3 		$608K Buy
30,925
+4,402
+17% +$89.6K 0.06% 141
2020
Q2 		$504K Sell
26,523
-1,590
-6% -$29.6K 0.05% 150
2020
Q1 		$398K Buy
28,113
+9,367
+50% +$181K 0.05% 154
2019
Q4 		$445K Sell
18,746
-2,675
-12% -$61.3K 0.04% 177
2019
Q3 		$515K Sell
21,421
-5,185
-19% -$131K 0.05% 161
2019
Q2 		$746K Sell
26,606
-2,687
-9% -$74.7K 0.07% 147
2019
Q1 		$841K Buy
29,293
+6,732
+30% +$180K 0.08% 134
2018
Q4 		$497K Buy
+22,561
New +$564K 0.05% 157

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Edge Capital Group's WMB Position: Q4 2024 in Review

Edge Capital Group reduced its Williams Companies (WMB) stake by 14% in Q4 2024, selling an estimated $82.7K and leaving 9,085 shares worth $492K. The position accounts for 0.02% of the portfolio, ranked #217.

Edge Capital Group first reported a position in WMB in Q4 2018 and has held it in 24 quarters since. The position peaked at $841K in Q1 2019. 1,518 funds tracked by Wall St. Rank hold WMB as of Q4 2024.

  • Edge Capital Group held 9,085 shares of Williams Companies worth $492K as of Q4 2024.
  • Edge Capital Group sold 1,534 Williams Companies shares in Q4 2024, an estimated $82.7K.
  • Williams Companies made up 0.02% of Edge Capital Group's portfolio in Q4 2024, its #217 holding.
  • Edge Capital Group first reported a position in Williams Companies in Q4 2018 and has held it in 24 quarters since.
  • Edge Capital Group's Williams Companies position peaked at $841K in Q1 2019.
  • 1,518 funds tracked by Wall St. Rank held Williams Companies as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.