GWN Securities’s Williams Companies WMB Stock Holding History

GWN Securities’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	-20,535	Closed	-$1.2M	–	729
2025 Q1	$1.2M	Buy	20,535 +15,690	+324%	+$898K	0.07%	269
2024 Q4	$288K	Buy	+4,845	New	+$261K	0.08%	250

Other funds holding WMB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

GWN Securities's WMB Position: Q2 2025 in Review

GWN Securities sold out of Williams Companies (WMB) in Q2 2025, closing a stake of 20,535 shares — an estimated $1.2M sold.

GWN Securities first reported a position in WMB in Q4 2024 and held it in 2 quarters. The position peaked at $1.2M in Q1 2025. 1,630 funds tracked by Wall St. Rank hold WMB as of Q2 2025.

GWN Securities reported no remaining Williams Companies position as of Q2 2025 after selling out during the quarter.
GWN Securities sold 20,535 Williams Companies shares in Q2 2025, an estimated $1.2M.
GWN Securities first reported a position in Williams Companies in Q4 2024 and held it in 2 quarters.
GWN Securities's Williams Companies position peaked at $1.2M in Q1 2025.
1,630 funds tracked by Wall St. Rank held Williams Companies as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.