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WMB icon

Inspire Investing’s Williams Companies WMB Stock Holding History

Inspire Investing’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
Q1 		– Sell
-12,768
Closed -$445K – 877
2023
Q4 		$445K Buy
12,768
+1,902
+18% +$66.8K 0.05% 324
2023
Q3 		$366K Sell
10,866
-1,171
-10% -$40K 0.05% 308
2023
Q2 		$393K Sell
12,037
-1,786
-13% -$53.6K 0.05% 341
2023
Q1 		$413K Buy
13,823
+2,156
+18% +$66.6K 0.05% 278
2022
Q4 		$384K Sell
11,667
-18,391
-61% -$599K 0.05% 236
2022
Q3 		$861K Buy
30,058
+19,092
+174% +$622K 0.12% 140
2022
Q2 		$342K Sell
10,966
-1,352
-11% -$46.7K 0.05% 235
2022
Q1 		$412K Sell
12,318
-2,770
-18% -$84.7K 0.05% 247
2021
Q4 		$393K Buy
15,088
+221
+1% +$6.11K 0.05% 258
2021
Q3 		$386K Sell
14,867
-4,226
-22% -$106K 0.05% 248
2021
Q2 		$507K Buy
19,093
+682
+4% +$17.5K 0.07% 313
2021
Q1 		$436K Sell
18,411
-470
-2% -$10.7K 0.07% 356
2020
Q4 		$379K Buy
18,881
+250
+1% +$5.07K 0.08% 322
2020
Q3 		$366K Sell
18,631
-824
-4% -$16.8K 0.1% 197
2020
Q2 		$370K Sell
19,455
-6,855
-26% -$128K 0.13% 155
2020
Q1 		$372K Buy
26,310
+1,071
+4% +$20.7K 0.15% 162
2019
Q4 		$599K Buy
25,239
+4,760
+23% +$109K 0.21% 150
2019
Q3 		$493K Buy
20,479
+1,739
+9% +$43.8K 0.19% 170
2019
Q2 		$525K Buy
18,740
+2,378
+15% +$66.1K 0.22% 138
2019
Q1 		$470K Buy
16,362
+4,417
+37% +$118K 0.22% 148
2018
Q4 		$263K Buy
11,945
+735
+7% +$18.4K 0.18% 175
2018
Q3 		$305K Buy
11,210
+148
+1% +$4.29K 0.19% 152
2018
Q2 		$300K Buy
11,062
+1,562
+16% +$41.2K 0.21% 125
2018
Q1 		$236K Buy
9,500
+3,395
+56% +$100K 0.24% 162
2017
Q4 		$186K Buy
+6,105
New +$178K 0.16% 98

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Inspire Investing's WMB Position: Q1 2024 in Review

Inspire Investing sold out of Williams Companies (WMB) in Q1 2024, closing a stake of 12,768 shares — an estimated $445K sold.

Inspire Investing first reported a position in WMB in Q4 2017 and held it in 25 quarters. The position peaked at $861K in Q3 2022. 1,248 funds tracked by Wall St. Rank hold WMB as of Q1 2024.

  • Inspire Investing reported no remaining Williams Companies position as of Q1 2024 after selling out during the quarter.
  • Inspire Investing sold 12,768 Williams Companies shares in Q1 2024, an estimated $445K.
  • Inspire Investing first reported a position in Williams Companies in Q4 2017 and held it in 25 quarters.
  • Inspire Investing's Williams Companies position peaked at $861K in Q3 2022.
  • 1,248 funds tracked by Wall St. Rank held Williams Companies as of Q1 2024.

Based on Inspire Investing's 13F filing for Q1 2024, filed 7 May 2024.