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Guardian Wealth Management (Illinois)’s Williams Companies WMB Stock Holding History

Guardian Wealth Management (Illinois)’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
-177
Closed -$10.6K – 215
2025
Q1 		$10.6K Sell
177
-223
-56% -$12.8K 0.01% 159
2024
Q4 		$21.6K Buy
400
+1
+0.3% +$54 0.01% 142
2024
Q3 		$18.2K Sell
399
-3
-0.7% -$132 0.01% 142
2024
Q2 		$17.1K Sell
402
-39
-9% -$1.56K 0.01% 142
2024
Q1 		$17.2K Buy
441
+2
+0.5% +$71 0.01% 139
2023
Q4 		$15.3K Buy
439
+1
+0.2% +$35 0.01% 145
2023
Q3 		$14.7K Sell
438
-160
-27% -$5.46K 0.01% 144
2023
Q2 		$19.5K Buy
598
+4
+0.7% +$120 0.02% 137
2023
Q1 		$17.7K Sell
594
-2
-0.3% -$62 0.02% 141
2022
Q4 		$19.6K Buy
596
+4
+0.7% +$130 0.02% 143
2022
Q3 		$17K Buy
592
+1
+0.2% +$33 0.02% 141
2022
Q2 		$18K Buy
591
+1
+0.2% +$35 0.02% 140
2022
Q1 		$20K Buy
590
+7
+1% +$214 0.02% 152
2021
Q4 		$15K Buy
+583
New +$16.1K 0.01% 162

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

Guardian Wealth Management (Illinois)'s WMB Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Williams Companies (WMB) in Q2 2025, closing a stake of 177 shares — an estimated $10.6K sold.

Guardian Wealth Management (Illinois) first reported a position in WMB in Q4 2021 and held it in 14 quarters. The position peaked at $21.6K in Q4 2024. 1,632 funds tracked by Wall St. Rank hold WMB as of Q2 2025.

  • Guardian Wealth Management (Illinois) reported no remaining Williams Companies position as of Q2 2025 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 177 Williams Companies shares in Q2 2025, an estimated $10.6K.
  • Guardian Wealth Management (Illinois) first reported a position in Williams Companies in Q4 2021 and held it in 14 quarters.
  • Guardian Wealth Management (Illinois)'s Williams Companies position peaked at $21.6K in Q4 2024.
  • 1,632 funds tracked by Wall St. Rank held Williams Companies as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.