Financially Speaking’s Williams Companies WMB Stock Holding History

Financially Speaking’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 Q3	–	Sell	-224	Closed	-$14.1K	–	173
2025 Q2	$14.1K	Buy	+224	New	+$13.2K	0.01%	82
2025 Q1	–	Sell	-439	Closed	-$23.8K	–	159
2024 Q4	$23.8K	Buy	+439	New	+$23.7K	0.02%	77

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Financially Speaking's WMB Position: Q3 2025 in Review

Financially Speaking sold out of Williams Companies (WMB) in Q3 2025, closing a stake of 224 shares — an estimated $14.1K sold.

Financially Speaking first reported a position in WMB in Q4 2024 and held it in 2 quarters. The position peaked at $23.8K in Q4 2024. 1,613 funds tracked by Wall St. Rank hold WMB as of Q3 2025.

Financially Speaking reported no remaining Williams Companies position as of Q3 2025 after selling out during the quarter.
Financially Speaking sold 224 Williams Companies shares in Q3 2025, an estimated $14.1K.
Financially Speaking first reported a position in Williams Companies in Q4 2024 and held it in 2 quarters.
Financially Speaking's Williams Companies position peaked at $23.8K in Q4 2024.
1,613 funds tracked by Wall St. Rank held Williams Companies as of Q3 2025.

Based on Financially Speaking's 13F filing for Q3 2025, filed 6 Nov 2025.