Glass Jacobson Investment Advisors’s Williams Companies WMB Stock Holding History

Glass Jacobson Investment 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	-164	Closed	-$8.88K	–	858
2025 Q1	$8.88K	Hold	164	–	–	﹤0.01%	611
2024 Q4	$8.88K	Buy	164 +42	+34%	+$2.26K	﹤0.01%	611
2024 Q3	$5.57K	Hold	122	–	–	﹤0.01%	622
2024 Q2	$5.18K	Hold	122	–	–	﹤0.01%	616
2024 Q1	$4.75K	Hold	122	–	–	﹤0.01%	624
2023 Q4	$4.25K	Sell	122 -41	-25%	-$1.44K	﹤0.01%	604
2023 Q3	$5.49K	Sell	163 -11	-6%	-$375	﹤0.01%	560
2023 Q2	$5.68K	Buy	+174	New	+$5.22K	﹤0.01%	568
2022 Q4	$5.33K	Buy	+162	New	+$5.27K	﹤0.01%	583

Other funds holding WMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

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

Glass Jacobson Investment Advisors's WMB Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of Williams Companies (WMB) in Q2 2025, closing a stake of 164 shares — an estimated $8.88K sold.

Glass Jacobson Investment Advisors first reported a position in WMB in Q4 2022 and held it in 9 quarters. The position peaked at $8.88K in Q1 2025. 1,632 funds tracked by Wall St. Rank hold WMB as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining Williams Companies position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 164 Williams Companies shares in Q2 2025, an estimated $8.88K.
Glass Jacobson Investment Advisors first reported a position in Williams Companies in Q4 2022 and held it in 9 quarters.
Glass Jacobson Investment Advisors's Williams Companies position peaked at $8.88K in Q1 2025.
1,632 funds tracked by Wall St. Rank held Williams Companies as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.