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FSC Wealth Advisors’s Williams Companies WMB Stock Holding History

FSC Wealth Advisors’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
-809
Closed -$48.4K – 258
2025
Q1 		$48.4K Buy
809
+7
+0.9% +$401 0.03% 111
2024
Q4 		$43.4K Sell
802
-5
-0.6% -$269 0.03% 122
2024
Q3 		$36.9K Buy
807
+8
+1% +$352 0.03% 129
2024
Q2 		$34K Buy
799
+9
+1% +$361 0.03% 126
2024
Q1 		$30.8K Sell
790
-2
-0.3% -$71 0.02% 133
2023
Q4 		$27.6K Hold
792
– – 0.02% 135
2023
Q3 		$26.7K Buy
+792
New +$27K 0.03% 109

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

FSC Wealth Advisors's WMB Position: Q2 2025 in Review

FSC Wealth Advisors sold out of Williams Companies (WMB) in Q2 2025, closing a stake of 809 shares — an estimated $48.4K sold.

FSC Wealth Advisors first reported a position in WMB in Q3 2023 and held it in 7 quarters. The position peaked at $48.4K in Q1 2025. 1,632 funds tracked by Wall St. Rank hold WMB as of Q2 2025.

  • FSC Wealth Advisors reported no remaining Williams Companies position as of Q2 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 809 Williams Companies shares in Q2 2025, an estimated $48.4K.
  • FSC Wealth Advisors first reported a position in Williams Companies in Q3 2023 and held it in 7 quarters.
  • FSC Wealth Advisors's Williams Companies position peaked at $48.4K in Q1 2025.
  • 1,632 funds tracked by Wall St. Rank held Williams Companies as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.