HGERS
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Householder Group Estate & Retirement Specialist’s Williams Companies WMB Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$54K Sell
1,000
-930
-48% -$50.1K 0.04% 208
2024
Q3 		$88K Buy
1,930
+7
+0.4% +$308 0.03% 387
2024
Q2 		$81K Buy
1,923
+294
+18% +$11.8K 0.02% 391
2024
Q1 		$63.5K Buy
1,629
+8
+0.5% +$284 0.02% 431
2023
Q4 		$56K Buy
1,621
+8
+0.5% +$281 0.02% 442
2023
Q3 		$54.4K Buy
+1,613
New +$55K 0.02% 429
2023
Q1 		$59K Buy
+1,963
New +$60.6K 0.02% 411
2022
Q4 		– Sell
-2,883
Closed -$82K – 1167
2022
Q3 		$82K Buy
+2,883
New +$93.9K 0.03% 300

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's WMB Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Williams Companies (WMB) stake by 48% in Q4 2024, selling an estimated $50.1K and leaving 1,000 shares worth $54K. The position accounts for 0.04% of the portfolio, ranked #208.

Householder Group Estate & Retirement Specialist first reported a position in WMB in Q3 2022 and has held it in 8 quarters since. The position peaked at $88K in Q3 2024. 1,519 funds tracked by Wall St. Rank hold WMB as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 1,000 shares of Williams Companies worth $54K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 930 Williams Companies shares in Q4 2024, an estimated $50.1K.
  • Williams Companies made up 0.04% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #208 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Williams Companies in Q3 2022 and has held it in 8 quarters since.
  • Householder Group Estate & Retirement Specialist's Williams Companies position peaked at $88K in Q3 2024.
  • 1,519 funds tracked by Wall St. Rank held Williams Companies as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.