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Institutional & Family Asset Management’s Williams Companies WMB Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$1.27M Hold
29,793
– – 0.19% 93
2024
Q1 		$1.16M Hold
29,793
– – 0.19% 97
2023
Q4 		$1.04M Sell
29,793
-100
-0.3% -$3.51K 0.17% 93
2023
Q3 		$1.01M Sell
29,893
-11
-0% -$375 0.16% 95
2023
Q2 		$976K Buy
29,904
+6,519
+28% +$196K 0.16% 95
2023
Q1 		$698K Buy
23,385
+8,312
+55% +$257K 0.12% 108
2022
Q4 		$496K Hold
15,073
– – 0.08% 113
2022
Q3 		$432K Sell
15,073
-13
-0.1% -$424 0.08% 112
2022
Q2 		$471K Hold
15,086
– – 0.08% 112
2022
Q1 		$504K Buy
15,086
+1
+0% +$31 0.08% 116
2021
Q4 		$393K Hold
15,085
– – 0.06% 126
2021
Q3 		$391K Buy
15,085
+22
+0.1% +$554 0.06% 131
2021
Q2 		$400K Sell
15,063
-6,474
-30% -$166K 0.07% 132
2021
Q1 		$510K Sell
21,537
-7,770
-27% -$177K 0.1% 121
2020
Q4 		$588K Buy
29,307
+3,522
+14% +$71.4K 0.12% 111
2020
Q3 		$507K Buy
25,785
+772
+3% +$15.7K 0.12% 109
2020
Q2 		$476K Buy
25,013
+138
+0.6% +$2.57K 0.1% 113
2020
Q1 		$352K Buy
24,875
+2,027
+9% +$39.3K 0.08% 118
2019
Q4 		$542K Sell
22,848
-2,842
-11% -$65.1K 0.11% 116
2019
Q3 		$618K Sell
25,690
-2,157
-8% -$54.4K 0.14% 105
2019
Q2 		$781K Hold
27,847
– – 0.17% 95
2019
Q1 		$800K Sell
27,847
-13,625
-33% -$365K 0.17% 95
2018
Q4 		$914K Sell
41,472
-2,730
-6% -$68.3K 0.2% 87
2018
Q3 		$1.2M Buy
44,202
+40,644
+1,142% +$1.18M 0.24% 81
2018
Q2 		$96K Sell
3,558
-134
-4% -$3.53K 0.02% 268
2018
Q1 		$92K Buy
+3,692
New +$109K 0.02% 258

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Institutional & Family Asset Management's WMB Position: Q2 2024 in Review

Institutional & Family Asset Management held its Williams Companies (WMB) position steady in Q2 2024 at 29,793 shares worth $1.27M. The position accounts for 0.19% of the portfolio, ranked #93.

Institutional & Family Asset Management first reported a position in WMB in Q1 2018 and has held it in 26 quarters since. 1,307 funds tracked by Wall St. Rank hold WMB as of Q2 2024.

  • Institutional & Family Asset Management held 29,793 shares of Williams Companies worth $1.27M as of Q2 2024.
  • Institutional & Family Asset Management left its Williams Companies share count unchanged in Q2 2024.
  • Williams Companies made up 0.19% of Institutional & Family Asset Management's portfolio in Q2 2024, its #93 holding.
  • Institutional & Family Asset Management first reported a position in Williams Companies in Q1 2018 and has held it in 26 quarters since.
  • 1,307 funds tracked by Wall St. Rank held Williams Companies as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.