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Forte Capital’s Williams Companies WMB Stock Holding History

Forte Capital’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 		$3.52M Sell
56,020
-155
-0.3% -$9.15K 0.38% 55
2025
Q1 		$3.36M Sell
56,175
-14,041
-20% -$804K 0.4% 52
2024
Q4 		$3.8M Sell
70,216
-859
-1% -$46.3K 0.43% 48
2024
Q3 		$3.24M Sell
71,075
-597
-0.8% -$26.2K 0.37% 55
2024
Q2 		$3.05M Sell
71,672
-8,219
-10% -$330K 0.37% 52
2024
Q1 		$3.11M Buy
79,891
+1,869
+2% +$66.4K 0.39% 51
2023
Q4 		$2.72M Sell
78,022
-8,141
-9% -$286K 0.37% 57
2023
Q3 		$2.9M Sell
86,163
-484
-0.6% -$16.5K 0.45% 50
2023
Q2 		$2.83M Sell
86,647
-2,093
-2% -$62.8K 0.41% 54
2023
Q1 		$2.65M Buy
88,740
+8,438
+11% +$261K 0.41% 54
2022
Q4 		$2.64M Buy
80,302
+252
+0.3% +$8.2K 0.45% 49
2022
Q3 		$2.29M Buy
80,050
+11,026
+16% +$359K 0.42% 55
2022
Q2 		$2.15M Sell
69,024
-22,654
-25% -$782K 0.38% 58
2022
Q1 		$2.39M Hold
91,678
– – 0.3% 58
2021
Q4 		$2.39M Sell
91,678
-161
-0.2% -$4.45K 0.3% 58
2021
Q3 		$2.38M Sell
91,839
-531
-0.6% -$13.4K 0.32% 53
2021
Q2 		$2.45M Buy
92,370
+22,352
+32% +$572K 0.33% 51
2021
Q1 		$1.66M Sell
70,018
-30
-0% -$681 0.26% 63
2020
Q4 		$1.4M Buy
+70,048
New +$1.42M 0.22% 74
2016
Q1 		– Sell
-19,560
Closed -$503K – 157
2015
Q4 		$503K Buy
19,560
+575
+3% +$20.1K 0.21% 88
2015
Q3 		$700K Buy
18,985
+5,010
+36% +$249K 0.32% 65
2015
Q2 		$802K Buy
13,975
+660
+5% +$34K 0.34% 66
2015
Q1 		$674K Buy
13,315
+4,380
+49% +$203K 0.29% 76
2014
Q4 		$402K Buy
+8,935
New +$457K 0.17% 118

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 $3.37T AUM 44.26% 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 $32.9B AUM 23.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Forte Capital's WMB Position: Q2 2025 in Review

Forte Capital reduced its Williams Companies (WMB) stake by 0.28% in Q2 2025, selling an estimated $9.15K and leaving 56,020 shares worth $3.52M. The position accounts for 0.38% of the portfolio, ranked #55.

Forte Capital first reported a position in WMB in Q4 2014 and has held it in 24 quarters since. The position peaked at $3.8M in Q4 2024. 1,633 funds tracked by Wall St. Rank hold WMB as of Q2 2025.

  • Forte Capital held 56,020 shares of Williams Companies worth $3.52M as of Q2 2025.
  • Forte Capital sold 155 Williams Companies shares in Q2 2025, an estimated $9.15K.
  • Williams Companies made up 0.38% of Forte Capital's portfolio in Q2 2025, its #55 holding.
  • Forte Capital first reported a position in Williams Companies in Q4 2014 and has held it in 24 quarters since.
  • Forte Capital's Williams Companies position peaked at $3.8M in Q4 2024.
  • 1,633 funds tracked by Wall St. Rank held Williams Companies as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.