Financial Counselors Inc’s Williams Companies WMB Stock Holding History

Financial Counselors Inc’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	-969,112	Closed	-$57.9M	–	550
2025 Q1	$57.9M	Sell	969,112 -100,264	-9%	-$5.74M	0.88%	28
2024 Q4	$57.9M	Sell	1,069,376 -113,161	-10%	-$6.1M	0.84%	32
2024 Q3	$54M	Sell	1,182,537 -12,956	-1%	-$569K	0.8%	35
2024 Q2	$50.8M	Sell	1,195,493 -31,081	-3%	-$1.25M	0.82%	32
2024 Q1	$47.8M	Sell	1,226,574 -25,483	-2%	-$905K	0.81%	34
2023 Q4	$43.6M	Sell	1,252,057 -23,910	-2%	-$839K	0.78%	37
2023 Q3	$43M	Sell	1,275,967 -36,984	-3%	-$1.26M	0.86%	29
2023 Q2	$42.8M	Buy	1,312,951 +68,432	+5%	+$2.05M	0.87%	27
2023 Q1	$37.2M	Buy	1,244,519 +1,360	+0.1%	+$42K	0.8%	34
2022 Q4	$40.9M	Buy	1,243,159 +13,993	+1%	+$456K	0.92%	30
2022 Q3	$35.2M	Buy	1,229,166 +12,355	+1%	+$403K	0.87%	29
2022 Q2	$38M	Buy	1,216,811 +21,586	+2%	+$745K	0.89%	26
2022 Q1	$39.9M	Buy	1,195,225 +33,358	+3%	+$1.02M	0.83%	30
2021 Q4	$30.3M	Buy	1,161,867 +12,920	+1%	+$357K	0.62%	49
2021 Q3	$29.8M	Buy	1,148,947 +15,809	+1%	+$398K	0.64%	46
2021 Q2	$30.1M	Buy	1,133,138 +11,840	+1%	+$303K	0.65%	45
2021 Q1	$26.6M	Buy	1,121,298 +81,227	+8%	+$1.85M	0.62%	49
2020 Q4	$20.9M	Buy	1,040,071 +116,284	+13%	+$2.36M	0.52%	56
2020 Q3	$18.2M	Buy	923,787 +57,129	+7%	+$1.16M	0.53%	56
2020 Q2	$16.5M	Buy	866,658 +72,814	+9%	+$1.35M	0.53%	54
2020 Q1	$11.2M	Buy	793,844 +64,780	+9%	+$1.25M	0.5%	59
2019 Q4	$17.3M	Buy	729,064 +81,900	+13%	+$1.88M	0.62%	47
2019 Q3	$15.6M	Buy	647,164 +53,766	+9%	+$1.36M	0.61%	51
2019 Q2	$16.6M	Buy	593,398 +9,143	+2%	+$254K	0.68%	43
2019 Q1	$16.8M	Buy	584,255 +43,877	+8%	+$1.18M	0.71%	41
2018 Q4	$11.9M	Sell	540,378 -28,271	-5%	-$707K	0.59%	47
2018 Q3	$15.5M	Buy	568,649 +8,467	+2%	+$246K	0.68%	40
2018 Q2	$15.2M	Buy	560,182 +2,651	+0.5%	+$69.9K	0.7%	40
2018 Q1	$13.9M	Buy	557,531 +47,592	+9%	+$1.4M	0.66%	44
2017 Q4	$15.5M	Buy	509,939 +120,914	+31%	+$3.52M	0.71%	38
2017 Q3	$11.7M	Buy	389,025 +4,982	+1%	+$152K	0.57%	58
2017 Q2	$11.6M	Buy	384,043 +37,304	+11%	+$1.11M	0.58%	52
2017 Q1	$10.3M	Buy	346,739 +23,777	+7%	+$687K	0.52%	59
2016 Q4	$10.1M	Buy	+322,962	New	+$9.73M	0.54%	56
2016 Q2	$6.14M	Buy	284,083 +21,687	+8%	+$435K	0.37%	95
2016 Q1	$4.22M	Buy	262,396 +46,398	+21%	+$798K	0.26%	136
2015 Q4	$5.55M	Buy	215,998 +9,739	+5%	+$340K	0.36%	93
2015 Q3	$7.6M	Buy	206,259 +91,390	+80%	+$4.55M	0.52%	61
2015 Q2	$6.59M	Sell	114,869 -6,862	-6%	-$354K	0.42%	78
2015 Q1	$6.16M	Buy	121,731 +67,051	+123%	+$3.11M	0.38%	86
2014 Q4	$2.46M	Buy	54,680 +550	+1%	+$28.1K	0.16%	173
2014 Q3	$3M	Sell	54,130 -1,700	-3%	-$97.7K	0.21%	147
2014 Q2	$3.25M	Sell	55,830 -2,293	-4%	-$106K	0.23%	138
2014 Q1	$2.36M	Sell	58,123 -875	-1%	-$35.4K	0.17%	165
2013 Q4	$2.28M	Sell	58,998 -900	-2%	-$32.4K	0.17%	165
2013 Q3	$2.18M	Sell	59,898 -105	-0.2%	-$3.68K	0.18%	158
2013 Q2	$1.95M	Buy	+60,003	New	+$2.16M	0.16%	160

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

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

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

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

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Financial Counselors Inc's WMB Position: Q2 2025 in Review

Financial Counselors Inc sold out of Williams Companies (WMB) in Q2 2025, closing a stake of 969,112 shares — an estimated $57.9M sold.

Financial Counselors Inc first reported a position in WMB in Q2 2013 and held it in 47 quarters. The position peaked at $57.9M in Q1 2025. 1,631 funds tracked by Wall St. Rank hold WMB as of Q2 2025.

Financial Counselors Inc reported no remaining Williams Companies position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 969,112 Williams Companies shares in Q2 2025, an estimated $57.9M.
Financial Counselors Inc first reported a position in Williams Companies in Q2 2013 and held it in 47 quarters.
Financial Counselors Inc's Williams Companies position peaked at $57.9M in Q1 2025.
1,631 funds tracked by Wall St. Rank held Williams Companies as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.