HWA
WMB icon

Heartwood Wealth Advisors’s Williams Companies WMB Stock Holding History

Heartwood Wealth 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
Q4 		– Sell
-10
Closed -$634 – 600
2025
Q3 		$634 Buy
+10
New +$587 ﹤0.01% 582

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

Heartwood Wealth Advisors's WMB Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Williams Companies (WMB) in Q4 2025, closing a stake of 10 shares — an estimated $634 sold.

Heartwood Wealth Advisors first reported a position in WMB in Q3 2025 and held it in 1 quarter. The position peaked at $634 in Q3 2025. 1,701 funds tracked by Wall St. Rank hold WMB as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Williams Companies position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 10 Williams Companies shares in Q4 2025, an estimated $634.
  • Heartwood Wealth Advisors first reported a position in Williams Companies in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Williams Companies position peaked at $634 in Q3 2025.
  • 1,701 funds tracked by Wall St. Rank held Williams Companies as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.