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Financial Advocates Investment Management’s Williams Companies WMB Stock Holding History

Financial Advocates Investment 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
Q2 		– Sell
-9,205
Closed -$550K – 786
2025
Q1 		$550K Sell
9,205
-1,648
-15% -$94.3K 0.04% 403
2024
Q4 		$587K Sell
10,853
-543
-5% -$29.3K 0.03% 411
2024
Q3 		$520K Sell
11,396
-2,214
-16% -$97.3K 0.03% 450
2024
Q2 		$578K Sell
13,610
-2,346
-15% -$94.1K 0.04% 401
2024
Q1 		$622K Buy
15,956
+1,121
+8% +$39.8K 0.04% 413
2023
Q4 		$517K Buy
14,835
+697
+5% +$24.5K 0.03% 420
2023
Q3 		$476K Sell
14,138
-617
-4% -$21.1K 0.03% 423
2023
Q2 		$481K Sell
14,755
-265
-2% -$7.95K 0.03% 419
2023
Q1 		$449K Buy
15,020
+56
+0.4% +$1.73K 0.03% 449
2022
Q4 		$492K Buy
+14,964
New +$487K 0.04% 453
2022
Q3 		– Sell
-13,832
Closed -$431K – 843
2022
Q2 		$431K Buy
13,832
+4,689
+51% +$162K 0.04% 426
2022
Q1 		$305K Buy
+9,143
New +$279K 0.02% 573

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Financial Advocates Investment Management's WMB Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Williams Companies (WMB) in Q2 2025, closing a stake of 9,205 shares — an estimated $550K sold.

Financial Advocates Investment Management first reported a position in WMB in Q1 2022 and held it in 12 quarters. The position peaked at $622K in Q1 2024. 1,632 funds tracked by Wall St. Rank hold WMB as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Williams Companies position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 9,205 Williams Companies shares in Q2 2025, an estimated $550K.
  • Financial Advocates Investment Management first reported a position in Williams Companies in Q1 2022 and held it in 12 quarters.
  • Financial Advocates Investment Management's Williams Companies position peaked at $622K in Q1 2024.
  • 1,632 funds tracked by Wall St. Rank held Williams Companies as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.