Financial Gravity Asset Management’s Williams Companies WMB Stock Holding History

Financial Gravity Asset 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 Q4	–	Sell	-9	Closed	-$570	–	945
2025 Q3	$570	Buy	+9	New	+$528	﹤0.01%	840
2024 Q2	–	Sell	-2	Closed	-$66	–	1798
2024 Q1	$66	Buy	2 +1	+100%	+$36	﹤0.01%	1016
2023 Q4	$37	Buy	+1	New	+$35	﹤0.01%	1178
2018 Q2	–	Sell	-1,194	Closed	-$31K	–	1629
2018 Q1	$31K	Buy	+1,194	New	+$35.2K	0.03%	459

Other funds holding WMB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Financial Gravity Asset Management's WMB Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of Williams Companies (WMB) in Q4 2025, closing a stake of 9 shares — an estimated $570 sold.

Financial Gravity Asset Management first reported a position in WMB in Q1 2018 and held it in 4 quarters. The position peaked at $31K in Q1 2018. 1,701 funds tracked by Wall St. Rank hold WMB as of Q4 2025.

Financial Gravity Asset Management reported no remaining Williams Companies position as of Q4 2025 after selling out during the quarter.
Financial Gravity Asset Management sold 9 Williams Companies shares in Q4 2025, an estimated $570.
Financial Gravity Asset Management first reported a position in Williams Companies in Q1 2018 and held it in 4 quarters.
Financial Gravity Asset Management's Williams Companies position peaked at $31K in Q1 2018.
1,701 funds tracked by Wall St. Rank held Williams Companies as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.