JWCA
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J.W. Coons Advisors’s Williams Companies WMB Stock Holding History

J.W. Coons Advisors’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 		$1.17M Buy
18,585
+6,877
+59% +$406K 0.26% 86
2025
Q1 		$700K Buy
11,708
+6,753
+136% +$387K 0.18% 113
2024
Q4 		$268K Buy
+4,955
New +$267K 0.07% 204

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
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 $1.56T AUM 27.86% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

J.W. Coons Advisors's WMB Position: Q2 2025 in Review

J.W. Coons Advisors increased its Williams Companies (WMB) stake by 59% in Q2 2025, buying an estimated $406K and bringing the position to 18,585 shares worth $1.17M. The position accounts for 0.26% of the portfolio, ranked #86.

J.W. Coons Advisors first reported a position in WMB in Q4 2024 and has held it in 3 quarters since. 1,630 funds tracked by Wall St. Rank hold WMB as of Q2 2025.

  • J.W. Coons Advisors held 18,585 shares of Williams Companies worth $1.17M as of Q2 2025.
  • J.W. Coons Advisors bought 6,877 Williams Companies shares in Q2 2025, an estimated $406K.
  • Williams Companies made up 0.26% of J.W. Coons Advisors's portfolio in Q2 2025, its #86 holding.
  • J.W. Coons Advisors first reported a position in Williams Companies in Q4 2024 and has held it in 3 quarters since.
  • 1,630 funds tracked by Wall St. Rank held Williams Companies as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.