First Western Trust Bank’s Williams Companies WMB Stock Holding History

First Western Trust Bank’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	-4,861	Closed	-$308K	–	203
2025 Q3	$308K	Sell	4,861 -2,808	-37%	-$165K	0.01%	154
2025 Q2	$482K	Sell	7,669 -121	-2%	-$7.14K	0.02%	118
2025 Q1	$466K	Hold	7,790	–	–	0.02%	119
2024 Q4	$422K	Hold	7,790	–	–	0.02%	132
2024 Q3	$356K	Sell	7,790 -3	-0%	-$132	0.02%	149
2024 Q2	$331K	Buy	7,793 +2	+0%	+$80	0.02%	147
2024 Q1	$304K	Buy	+7,791	New	+$277K	0.01%	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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

First Western Trust Bank's WMB Position: Q4 2025 in Review

First Western Trust Bank sold out of Williams Companies (WMB) in Q4 2025, closing a stake of 4,861 shares — an estimated $308K sold.

First Western Trust Bank first reported a position in WMB in Q1 2024 and held it in 7 quarters. The position peaked at $482K in Q2 2025. 1,699 funds tracked by Wall St. Rank hold WMB as of Q4 2025.

First Western Trust Bank reported no remaining Williams Companies position as of Q4 2025 after selling out during the quarter.
First Western Trust Bank sold 4,861 Williams Companies shares in Q4 2025, an estimated $308K.
First Western Trust Bank first reported a position in Williams Companies in Q1 2024 and held it in 7 quarters.
First Western Trust Bank's Williams Companies position peaked at $482K in Q2 2025.
1,699 funds tracked by Wall St. Rank held Williams Companies as of Q4 2025.

Based on First Western Trust Bank's 13F filing for Q4 2025, filed 12 Feb 2026.