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Financial Avengers’s Williams Companies WMB Stock Holding History

Financial Avengers’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
-485
Closed -$26.2K – 162
2024
Q4 		$26.2K Hold
485
– – 0.01% 84
2024
Q3 		$22.1K Hold
485
– – 0.01% 99
2024
Q2 		$20.6K Buy
+485
New +$19.5K 0.01% 91

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Financial Avengers's WMB Position: Q1 2025 in Review

Financial Avengers sold out of Williams Companies (WMB) in Q1 2025, closing a stake of 485 shares — an estimated $26.2K sold.

Financial Avengers first reported a position in WMB in Q2 2024 and held it in 3 quarters. The position peaked at $26.2K in Q4 2024. 1,568 funds tracked by Wall St. Rank hold WMB as of Q1 2025.

  • Financial Avengers reported no remaining Williams Companies position as of Q1 2025 after selling out during the quarter.
  • Financial Avengers sold 485 Williams Companies shares in Q1 2025, an estimated $26.2K.
  • Financial Avengers first reported a position in Williams Companies in Q2 2024 and held it in 3 quarters.
  • Financial Avengers's Williams Companies position peaked at $26.2K in Q4 2024.
  • 1,568 funds tracked by Wall St. Rank held Williams Companies as of Q1 2025.

Based on Financial Avengers's 13F filing for Q1 2025, filed 15 May 2025.