EMFO LLC’s Williams Companies WMB Stock Holding History

EMFO LLC’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 Q2	$28.7K	Sell	675 -250	-27%	-$10K	0.03%	175
2024 Q1	$36K	Hold	925	–	–	0.03%	166
2023 Q4	$32.2K	Hold	925	–	–	0.03%	169
2023 Q3	$31.2K	Hold	925	–	–	0.03%	177
2023 Q2	$30.2K	Hold	925	–	–	0.03%	187
2023 Q1	$27.6K	Sell	925 -279	-23%	-$8.62K	0.03%	190
2022 Q4	$39.6K	Sell	1,204 -306	-20%	-$9.96K	0.04%	168
2022 Q3	$43K	Sell	1,510 -1,125	-43%	-$36.7K	0.04%	184
2022 Q2	$82K	Sell	2,635 -140	-5%	-$4.83K	0.08%	149
2022 Q1	$93K	Hold	2,775	–	–	0.08%	155
2021 Q4	$72K	Hold	2,775	–	–	0.06%	170
2021 Q3	$72K	Hold	2,775	–	–	0.06%	173
2021 Q2	$74K	Buy	+2,775	New	+$71.1K	0.06%	169

Other funds holding WMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EMFO LLC's WMB Position: Q2 2024 in Review

EMFO LLC reduced its Williams Companies (WMB) stake by 27% in Q2 2024, selling an estimated $10K and leaving 675 shares worth $28.7K. The position accounts for 0.03% of the portfolio, ranked #175.

EMFO LLC first reported a position in WMB in Q2 2021 and has held it in 13 quarters since. The position peaked at $93K in Q1 2022. 1,307 funds tracked by Wall St. Rank hold WMB as of Q2 2024.

EMFO LLC held 675 shares of Williams Companies worth $28.7K as of Q2 2024.
EMFO LLC sold 250 Williams Companies shares in Q2 2024, an estimated $10K.
Williams Companies made up 0.03% of EMFO LLC's portfolio in Q2 2024, its #175 holding.
EMFO LLC first reported a position in Williams Companies in Q2 2021 and has held it in 13 quarters since.
EMFO LLC's Williams Companies position peaked at $93K in Q1 2022.
1,307 funds tracked by Wall St. Rank held Williams Companies as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.