JFG
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JDM Financial Group’s Williams Companies WMB Stock Holding History

JDM Financial Group’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
Q4 		– Sell
-27
Closed -$1.71K – 303
2025
Q3 		$1.71K Hold
27
– – ﹤0.01% 271
2025
Q2 		$1.7K Hold
27
– – ﹤0.01% 249
2025
Q1 		$1.61K Hold
27
– – ﹤0.01% 253
2024
Q4 		$1.46K Hold
27
– – ﹤0.01% 267
2024
Q3 		$1.23K Buy
+27
New +$1.19K ﹤0.01% 289

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JDM Financial Group's WMB Position: Q4 2025 in Review

JDM Financial Group sold out of Williams Companies (WMB) in Q4 2025, closing a stake of 27 shares — an estimated $1.71K sold.

JDM Financial Group first reported a position in WMB in Q3 2024 and held it in 5 quarters. The position peaked at $1.71K in Q3 2025. 1,697 funds tracked by Wall St. Rank hold WMB as of Q4 2025.

  • JDM Financial Group reported no remaining Williams Companies position as of Q4 2025 after selling out during the quarter.
  • JDM Financial Group sold 27 Williams Companies shares in Q4 2025, an estimated $1.71K.
  • JDM Financial Group first reported a position in Williams Companies in Q3 2024 and held it in 5 quarters.
  • JDM Financial Group's Williams Companies position peaked at $1.71K in Q3 2025.
  • 1,697 funds tracked by Wall St. Rank held Williams Companies as of Q4 2025.

Based on JDM Financial Group's 13F filing for Q4 2025, filed 2 Feb 2026.