FWA
WMB icon

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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return