GWSG
WMB icon

GPS Wealth Strategies Group’s Williams Companies WMB Stock Holding History

GPS Wealth Strategies Group’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
Q4 		$6.06K Sell
101
-168
-62% -$10.2K 0.01% 447
2025
Q3 		$17K Buy
269
+100
+59% +$5.87K ﹤0.01% 945
2025
Q2 		$10.6K Hold
169
– – ﹤0.01% 1014
2025
Q1 		$10.1K Buy
169
+1
+0.6% +$57 ﹤0.01% 999
2024
Q4 		$9.09K Sell
168
-36
-18% -$1.94K ﹤0.01% 967
2024
Q3 		$9.31K Sell
204
-109
-35% -$4.79K ﹤0.01% 958
2024
Q2 		$13.3K Sell
313
-322
-51% -$12.9K ﹤0.01% 852
2024
Q1 		$24.7K Buy
635
+4
+0.6% +$142 ﹤0.01% 671
2023
Q4 		$22K Sell
631
-636
-50% -$22.3K ﹤0.01% 675
2023
Q3 		$42.7K Sell
1,267
-896
-41% -$30.6K 0.01% 514
2023
Q2 		$70.6K Buy
2,163
+13
+0.6% +$390 0.01% 418
2023
Q1 		$64.2K Buy
+2,150
New +$66.4K 0.01% 431
2022
Q4 		– Sell
-1,871
Closed -$54K – 1087
2022
Q3 		$54K Buy
1,871
+14
+0.8% +$456 0.01% 422
2022
Q2 		$58K Buy
1,857
+325
+21% +$11.2K 0.01% 422
2022
Q1 		$51K Buy
1,532
+28
+2% +$856 0.01% 415
2021
Q4 		$39K Buy
1,504
+908
+152% +$25.1K 0.01% 459
2021
Q3 		$15K Sell
596
-1,269
-68% -$32K ﹤0.01% 637
2021
Q2 		$50K Hold
1,865
– – 0.01% 402
2021
Q1 		$44K Buy
+1,865
New +$42.4K 0.01% 407

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
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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

GPS Wealth Strategies Group's WMB Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its Williams Companies (WMB) stake by 62% in Q4 2025, selling an estimated $10.2K and leaving 101 shares worth $6.06K. The position accounts for 0.01% of the portfolio, ranked #447.

GPS Wealth Strategies Group first reported a position in WMB in Q1 2021 and has held it in 19 quarters since. The position peaked at $70.6K in Q2 2023. 1,701 funds tracked by Wall St. Rank hold WMB as of Q4 2025.

  • GPS Wealth Strategies Group held 101 shares of Williams Companies worth $6.06K as of Q4 2025.
  • GPS Wealth Strategies Group sold 168 Williams Companies shares in Q4 2025, an estimated $10.2K.
  • Williams Companies made up 0.01% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #447 holding.
  • GPS Wealth Strategies Group first reported a position in Williams Companies in Q1 2021 and has held it in 19 quarters since.
  • GPS Wealth Strategies Group's Williams Companies position peaked at $70.6K in Q2 2023.
  • 1,701 funds tracked by Wall St. Rank held Williams Companies as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.