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Geller Advisors’s Williams Companies WMB Stock Holding History

Geller 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
2024
Q4 		$202K Buy
+3,729
New +$201K 0.01% 253
2023
Q4 		– Sell
-8,648
Closed -$291K – 270
2023
Q3 		$291K Buy
+8,648
New +$295K 0.03% 191

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geller Advisors's WMB Position: Q4 2024 in Review

Geller Advisors opened a new position in Williams Companies (WMB) in Q4 2024: 3,729 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #253 among its holdings. This is a return to the name: Geller Advisors previously reported a position in WMB as recently as Q3 2023.

Geller Advisors first reported a position in WMB in Q3 2023 and has held it in 2 quarters since. The position peaked at $291K in Q3 2023. 1,518 funds tracked by Wall St. Rank hold WMB as of Q4 2024.

  • Geller Advisors held 3,729 shares of Williams Companies worth $202K as of Q4 2024.
  • Williams Companies was a new Geller Advisors position in Q4 2024.
  • Williams Companies made up 0.01% of Geller Advisors's portfolio in Q4 2024, its #253 holding.
  • Geller Advisors first reported a position in Williams Companies in Q3 2023 and has held it in 2 quarters since.
  • Geller Advisors's Williams Companies position peaked at $291K in Q3 2023.
  • 1,518 funds tracked by Wall St. Rank held Williams Companies as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.