FWM
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FSA Wealth Management’s Williams Companies WMB Stock Holding History

FSA Wealth 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
Q1 		– Sell
-430
Closed -$23.3K – 533
2024
Q4 		$23.3K Sell
430
-394
-48% -$21.2K 0.01% 216
2024
Q3 		$37.6K Buy
+824
New +$36.2K 0.02% 182
2024
Q1 		$41.9K Hold
1,074
– – 0.02% 169
2023
Q4 		$37K Buy
+1,074
New +$37.7K 0.02% 170

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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

FSA Wealth Management's WMB Position: Q1 2025 in Review

FSA Wealth Management sold out of Williams Companies (WMB) in Q1 2025, closing a stake of 430 shares — an estimated $23.3K sold.

FSA Wealth Management first reported a position in WMB in Q4 2023 and held it in 4 quarters. The position peaked at $41.9K in Q1 2024. 1,571 funds tracked by Wall St. Rank hold WMB as of Q1 2025.

  • FSA Wealth Management reported no remaining Williams Companies position as of Q1 2025 after selling out during the quarter.
  • FSA Wealth Management sold 430 Williams Companies shares in Q1 2025, an estimated $23.3K.
  • FSA Wealth Management first reported a position in Williams Companies in Q4 2023 and held it in 4 quarters.
  • FSA Wealth Management's Williams Companies position peaked at $41.9K in Q1 2024.
  • 1,571 funds tracked by Wall St. Rank held Williams Companies as of Q1 2025.

Based on FSA Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.