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Iron Horse Wealth Management’s Williams Companies WMB Stock Holding History

Iron Horse 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
Q2 		$31.7K Hold
505
– – 0.01% 174
2025
Q1 		$30.2K Buy
505
+494
+4,491% +$28.3K 0.01% 162
2024
Q4 		$595 Hold
11
– – ﹤0.01% 456
2024
Q3 		$502 Hold
11
– – ﹤0.01% 464
2024
Q2 		$468 Hold
11
– – ﹤0.01% 445
2024
Q1 		$429 Hold
11
– – ﹤0.01% 433
2023
Q4 		$383 Hold
11
– – ﹤0.01% 461
2023
Q3 		$371 Buy
+11
New +$375 ﹤0.01% 475

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 $3.38T AUM 44.17% 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
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Iron Horse Wealth Management's WMB Position: Q2 2025 in Review

Iron Horse Wealth Management held its Williams Companies (WMB) position steady in Q2 2025 at 505 shares worth $31.7K. The position accounts for 0.01% of the portfolio, ranked #174.

Iron Horse Wealth Management first reported a position in WMB in Q3 2023 and has held it in 8 quarters since. 1,632 funds tracked by Wall St. Rank hold WMB as of Q2 2025.

  • Iron Horse Wealth Management held 505 shares of Williams Companies worth $31.7K as of Q2 2025.
  • Iron Horse Wealth Management left its Williams Companies share count unchanged in Q2 2025.
  • Williams Companies made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #174 holding.
  • Iron Horse Wealth Management first reported a position in Williams Companies in Q3 2023 and has held it in 8 quarters since.
  • 1,632 funds tracked by Wall St. Rank held Williams Companies as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.