HWM
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Hemington Wealth Management’s Williams Companies WMB Stock Holding History

Hemington Wealth Management’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
Q3 		$84K Buy
1,327
+13
+1% +$763 0.01% 273
2025
Q2 		$82K Buy
1,314
+7
+0.5% +$413 0.01% 249
2025
Q1 		$78K Buy
1,307
+167
+15% +$9.56K 0.01% 245
2024
Q4 		$61K Buy
1,140
+167
+17% +$9K 0.02% 277
2024
Q3 		$50K Buy
+973
New +$42.8K 0.01% 295

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Hemington Wealth Management's WMB Position: Q3 2025 in Review

Hemington Wealth Management increased its Williams Companies (WMB) stake by 0.99% in Q3 2025, buying an estimated $763 and bringing the position to 1,327 shares worth $84K. The position accounts for 0.01% of the portfolio, ranked #273.

Hemington Wealth Management first reported a position in WMB in Q3 2024 and has held it in 5 quarters since. 1,613 funds tracked by Wall St. Rank hold WMB as of Q3 2025.

  • Hemington Wealth Management held 1,327 shares of Williams Companies worth $84K as of Q3 2025.
  • Hemington Wealth Management bought 13 Williams Companies shares in Q3 2025, an estimated $763.
  • Williams Companies made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #273 holding.
  • Hemington Wealth Management first reported a position in Williams Companies in Q3 2024 and has held it in 5 quarters since.
  • 1,613 funds tracked by Wall St. Rank held Williams Companies as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.