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Flaharty Asset Management’s Williams Companies WMB Stock Holding History

Flaharty 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
Q2 		– Sell
-417
Closed -$24.9K – 492
2025
Q1 		$24.9K Buy
+417
New +$23.9K ﹤0.01% 276
2024
Q4 		– Sell
-417
Closed -$19K – 437
2024
Q3 		$19K Buy
+417
New +$18.3K ﹤0.01% 274
2023
Q4 		– Sell
-417
Closed -$14K – 455
2023
Q3 		$14K Buy
+417
New +$14.2K ﹤0.01% 285

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Flaharty Asset Management's WMB Position: Q2 2025 in Review

Flaharty Asset Management sold out of Williams Companies (WMB) in Q2 2025, closing a stake of 417 shares — an estimated $24.9K sold.

Flaharty Asset Management first reported a position in WMB in Q3 2023 and held it in 3 quarters. The position peaked at $24.9K in Q1 2025. 1,632 funds tracked by Wall St. Rank hold WMB as of Q2 2025.

  • Flaharty Asset Management reported no remaining Williams Companies position as of Q2 2025 after selling out during the quarter.
  • Flaharty Asset Management sold 417 Williams Companies shares in Q2 2025, an estimated $24.9K.
  • Flaharty Asset Management first reported a position in Williams Companies in Q3 2023 and held it in 3 quarters.
  • Flaharty Asset Management's Williams Companies position peaked at $24.9K in Q1 2025.
  • 1,632 funds tracked by Wall St. Rank held Williams Companies as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.