IHWM
WMB icon

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 $5.7T 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return